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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
RS
926
R Squared
Hong Kong
$348K -$49.2K -403 -13%
SFS
927
Stiles Financial Services
Minnesota
$348K -$65.2K -534 -16%
PTC
928
Philadelphia Trust Company
Pennsylvania
$346K – – –
V
929
ViaWealth
Kansas
$346K -$32.6K -267 -9%
KFA
930
Kapstone Financial Advisors
Ohio
$346K – – –
WAM
931
Weatherly Asset Management
California
$345K -$20.1K -165 -6%
GTAM
932
Global Trust Asset Management
Florida
$345K -$1.22K -10 -0.4%
WAP
933
Wealthcare Advisory Partners
Pennsylvania
$343K -$1.22K -10 -0.4%
BB
934
Berkshire Bank
Massachusetts
$343K -$53.6K -439 -14%
IAN
935
Integrated Advisors Network
Texas
$343K +$123K +1,009 +61%
WPW
936
Watershed Private Wealth
Illinois
$342K – – –
KFI
937
Key Financial Inc
Pennsylvania
$341K – – –
AWM
938
Angeles Wealth Management
California
$340K -$3.66K -30 -1%
NPT
939
Nixon Peabody Trust
Massachusetts
$340K -$463K -3,797 -59%
PFA
940
Pure Financial Advisors
California
$339K -$106K -866 -25%
RC
941
Roundview Capital
New Jersey
$339K – – –
AF
942
Apexium Financial
Texas
$338K +$2.56K +21 +0.8%
PCA
943
Peddock Capital Advisors
Massachusetts
$338K – – –
GDP
944
Great Diamond Partners
Maine
$338K +$1.59K +13 +0.5%
CPRC
945
Consolidated Portfolio Review Corp
New York
$337K – – –
FFS
946
Founders Financial Securities
Maryland
$337K -$24.9K -204 -7%
FAM
947
Formidable Asset Management
Ohio
$336K -$94.6K -775 -22%
APM
948
a16z Perennial Management
California
$336K +$319K +2,618 New
MA
949
MONECO Advisors
Connecticut
$335K -$2.56K -21 -0.8%
MW
950
Maia Wealth
Colorado
$335K +$5.74K +47 +2%
36 37
38
39 40