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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
951
Monetary Management Group
Missouri
$117K – – –
EWA
952
Evolution Wealth Advisors
Florida
$116K +$26.8K +311 +30%
GCM
953
Gables Capital Management
Florida
$112K – – –
CHC
954
City Holding Co
West Virginia
$111K -$1.21K -14 -1%
EP
955
Eudaimonia Partners
Tennessee
$109K -$13.1K -152 -11%
CFO
956
CVA Family Office
Colorado
$107K -$4.75K -55 -4%
SFSIG
957
San Francisco Sentry Investment Group
California
$107K – – –
SC
958
Sawyer & Company
Massachusetts
$106K -$63.9K -740 -38%
TC
959
Truvestments Capital
Florida
$105K -$2.85K -33 -3%
PO
960
Private Ocean
California
$104K – – –
FC
961
FORA Capital
Florida
$102K -$273K -3,160 -73%
CFG
962
CKW Financial Group
Hawaii
$101K -$17.3K -200 -15%
TJHA
963
Thomas J. Herzfeld Advisors
Florida
$101K -$11.7K -136 -10%
EDRH
964
Edmond de Rothschild Holding
Switzerland
$101K – – –
TI
965
Truehand Inc
New Hampshire
$101K – – –
HWA
966
HHM Wealth Advisors
Tennessee
$100K – – –
MHR
967
Matthew Hamilton Rosenberg
$100K +$11.7K +135 +13%
BG
968
Bollard Group
Massachusetts
$100K +$98.9K +1,146 New
FCA
969
FinTrust Capital Advisors
South Carolina
$97K +$16.6K +192 +21%
HDIM
970
Hanson & Doremus Investment Management
Vermont
$94K -$317K -3,671 -77%
HI
971
Hudock Inc
Pennsylvania
$94K – – –
MRCM
972
M&R Capital Management
New Jersey
$92K -$10.5K -122 -10%
BAM
973
Barrett Asset Management
New York
$92K +$6.47K +75 +8%
HR
974
Howe & Rusling
New York
$91K +$24.1K +279 +37%
CWM
975
Cedar Wealth Management
California
$87K – – –
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