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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
EL
976
Essex LLC
Illinois
$314K – – –
SSWM
977
Sheets Smith Wealth Management
North Carolina
$314K – – –
HFS
978
Hopwood Financial Services
Virginia
$311K – – –
LKIM
979
Lawson Kroeker Investment Management
Nebraska
$308K – – –
WA
980
Wealthstream Advisors
New York
$308K +$52.1K +427 +22%
RWM
981
Revisor Wealth Management
Ohio
$307K +$4.27K +35 +2%
ACM
982
Argyle Capital Management
Pennsylvania
$305K – – –
VST
983
Van Strum & Towne
California
$304K – – –
IFP Advisors
984
IFP Advisors
Florida
$304K +$51.1K +419 +21%
EFSCE
985
Enterprise Financial Services Corp (EFSC)
Missouri
$304K -$7.57K -62 -3%
SSG
986
Summit Securities Group
New York
$303K +$224K +1,833 +345%
HWM
987
Horizon Wealth Management
Illinois
$302K – – –
National Philanthropic Trust
988
National Philanthropic Trust
Pennsylvania
$301K +$287K +2,349 New
CPCM
989
Cardinal Point Capital Management
Ontario, Canada
$301K +$286K +2,345 New
BP
990
BBR Partners
New York
$300K -$27.1K -222 -9%
WAAG
991
Wealth Alliance Advisory Group
Kansas
$300K -$43.9K -360 -13%
NRC
992
New Republic Capital
North Carolina
$300K +$39K +320 +16%
Apella Capital
993
Apella Capital
Connecticut
$299K +$32.9K +270 +13%
SIC
994
Shoker Investment Counsel
Ohio
$299K – – –
KCFA
995
Key Client Fiduciary Advisors
New Jersey
$299K – – –
AIA
996
Armor Investment Advisors
North Carolina
$297K – – –
PJSIMP
997
P.J. Schmidt Investment Management (PJS)
Wisconsin
$295K – – –
KCM
998
Kendall Capital Management
Maryland
$294K -$6.1K -50 -2%
WPP
999
Whalerock Point Partners
Rhode Island
$294K – – –
Brevan Howard Capital Management
1000
Brevan Howard Capital Management
Jersey
$293K +$278K +2,282 New