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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
MIP
901
Marietta Investment Partners
Wisconsin
$216K +$210K +2,362 New
GLA
902
Good Life Advisors
Pennsylvania
$215K -$9.26K -104 -4%
PCP
903
Proficio Capital Partners
Massachusetts
$214K -$356 -4 -0.2%
IIC
904
Ironwood Investment Counsel
Arizona
$213K +$208K +2,337 New
PWM
905
Perigon Wealth Management
California
$212K +$207K +2,328 New
RCM
906
RNC Capital Management
California
$211K +$206K +2,316 New
SXL
907
Summit X LLC
Missouri
$209K -$8.37K -94 -4%
EIP
908
Epoch Investment Partners
New York
$208K -$8.73K -98 -4%
AWA
909
Arete Wealth Advisors
Illinois
$207K +$11K +124 +4%
ACWM
910
Adams Chetwood Wealth Management
North Carolina
$206K -$8.9K -100 -4%
NEAM
911
New England Asset Management
Connecticut
$205K – – –
OCG
912
Opus Capital Group
Ohio
$204K -$40.5K -455 -17%
MA
913
Mezzasalma Advisors
New Jersey
$204K +$199K +2,231 New
MPCG
914
Matrix Private Capital Group
New York
$204K +$199K +2,233 New
LA
915
LVW Advisors
New York
$204K +$199K +2,234 New
9WM
916
9258 Wealth Management
Ohio
$203K -$49.2K -552 -20%
AWA
917
Arkadios Wealth Advisors
Georgia
$202K +$126K +1,417 +176%
FFS
918
Founders Financial Securities
Maryland
$202K +$197K +2,217 New
AIP
919
Almanack Investment Partners
Pennsylvania
$200K -$308K -3,462 -61%
CBT
920
CoreFirst Bank & Trust
Kansas
$195K – – –
BWP
921
Baldwin Wealth Partners
Massachusetts
$192K -$6.23K -70 -3%
CT
922
Clearstead Trust
Maine
$189K – – –
FPB
923
First PREMIER Bank
South Dakota
$188K – – –
TFS
924
TrustCore Financial Services
Tennessee
$183K -$26.4K -297 -13%
NSIM
925
North Star Investment Management
Illinois
$179K +$4.81K +54 +3%
35 36
37
38 39