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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
FCB
1001
First Command Bank
Texas
$53K – – –
FCFS
1002
First Command Financial Services
Texas
$53K – – –
KAS
1003
Kemnay Advisory Services
New York
$52K – – –
JWM
1004
Jeppson Wealth Management
California
$52K +$52K +600 New
AWA
1005
Artemis Wealth Advisors
New York
$51K – – –
JAM
1006
JCIC Asset Management
Ontario, Canada
$49K – – –
Allworth Financial
1007
Allworth Financial
California
$47K -$6.76K -78 -13%
Sageworth Trust
1008
Sageworth Trust
Pennsylvania
$46K – – –
LB
1009
Legacy Bridge
Iowa
$45K -$3.98K -46 -8%
BWM
1010
Baystate Wealth Management
Massachusetts
$44K -$3.9K -45 -8%
MF
1011
Manchester Financial
California
$43K – – –
PCM
1012
Polaris Capital Management
Massachusetts
$43K – – –
CCM
1013
Chiron Capital Management
Florida
$43K +$43.3K +500 New
BCA
1014
Berman Capital Advisors
Georgia
$42K -$24.1K -278 -36%
PK
1015
Pflug Koory
Nebraska
$42K +$5.63K +65 +15%
BCA
1016
Bray Capital Advisors
Florida
$41K – – –
LGWM
1017
Litman Gregory Wealth Management
California
$41K – – –
LWA
1018
Lenox Wealth Advisors
New York
$39K -$17.8K -205 -31%
FRA
1019
Front Row Advisors
California
$39K -$15.5K -179 -29%
BWA
1020
Burt Wealth Advisors
Maryland
$39K +$1.56K +18 +4%
POIA
1021
Pin Oak Investment Advisors
Texas
$38K – – –
RBC
1022
Roble Belko & Company
Pennsylvania
$38K +$3.12K +36 +9%
WCG
1023
Weaver Consulting Group
California
$36K – – –
BC
1024
Barnett & Company
Tennessee
$35K – – –
GEA
1025
Glen Eagle Advisors
New Jersey
$34.8K – – –