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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
1001
Center for Financial Planning
Michigan
$63K – – –
GWSG
1002
GPS Wealth Strategies Group
Colorado
$62K +$65.4K +729 New
PWMG
1003
Prestige Wealth Management Group
New Jersey
$61K – – –
PK
1004
Pflug Koory
Nebraska
$61K +$20.2K +225 +46%
CFN
1005
Cordasco Financial Network
Florida
$60K -$89.7K -1,000 -59%
EP
1006
Eudaimonia Partners
Tennessee
$60K -$42.8K -477 -41%
ADL
1007
Asset Dedication LLC
California
$59K +$35.9K +400 +143%
SWM
1008
Sugarloaf Wealth Management
Georgia
$58K +$90 +1 +0.1%
MRCM
1009
M&R Capital Management
New Jersey
$57K -$28.5K -318 -32%
BWM
1010
BerganKDV Wealth Management
Minnesota
$55K -$4.4K -49 -7%
AWM
1011
Accel Wealth Management
Iowa
$51K -$7.99K -89 -13%
CWA
1012
Clearview Wealth Advisors
Oregon
$51K – – –
KAS
1013
Kemnay Advisory Services
New York
$51K – – –
AWA
1014
Artemis Wealth Advisors
New York
$50.2K – – –
RWM
1015
RBA Wealth Management
California
$49.1K +$51.5K +574 New
KFP
1016
KB Financial Partners
New Jersey
$47K +$49.2K +548 New
AA
1017
AlphaMark Advisors
Kentucky
$46K – – –
ST
1018
Sageworth Trust
Pennsylvania
$45K – – –
SWP
1019
ShoreHaven Wealth Partners
New Jersey
$45K – – –
HFA
1020
Hoover Financial Advisors
Pennsylvania
$44K -$3.59K -40 -7%
PCM
1021
Polaris Capital Management
Massachusetts
$44K – – –
BWM
1022
Baystate Wealth Management
Massachusetts
$44K +$808 +9 +2%
BCA
1023
Berman Capital Advisors
Georgia
$44K +$4.13K +46 +10%
AL
1024
ADE LLC
Maryland
$43K – – –
CAC
1025
Certified Advisory Corp
Florida
$43K +$45.1K +503 New
39 40
41
42 43