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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
PDL
1251
Portfolio Design Labs
California
$240K – – –
AIA
1252
Armor Investment Advisors
North Carolina
$240K -$88.1K -588 -28%
KFS
1253
Kelly Financial Services
Massachusetts
$240K – – –
CPC
1254
Consolidated Planning Corp
Georgia
$238K +$9.89K +66 +5%
VAG
1255
VisionPoint Advisory Group
Texas
$236K +$18.6K +124 +9%
WP
1256
WealthSpring Partners
California
$236K – – –
BVP
1257
Bristlecone Value Partners
California
$236K -$43.3K -289 -16%
CCM
1258
Causeway Capital Management
California
$235K +$2.1K +14 +0.9%
EL
1259
Essex LLC
Illinois
$235K -$142K -950 -39%
NB
1260
Nicolet Bankshares
Wisconsin
$235K – – –
R
1261
Rebalance
California
$235K – – –
QPWM
1262
Quadrant Private Wealth Management
Pennsylvania
$234K +$224K +1,495 New
IAIM
1263
International Assets Investment Management
Florida
$234K +$2.1K +14 +0.9%
SRIM
1264
Saratoga Research & Investment Management
California
$234K – – –
MWS
1265
MFA Wealth Services
California
$233K – – –
FAL
1266
Focused Alpha LLC
Colorado
$233K +$222K +1,484 New
FPN
1267
Financial Planning Navigators
Minnesota
$232K +$6.45K +43 +3%
LCM
1268
Liberty Capital Management
Michigan
$232K +$222K +1,480 New
SB
1269
SIG Brokerage
New York
$231K +$221K +1,476 New
AFPL
1270
Advus Financial Partners, LLC
Florida
$230K – – –
PA
1271
PFW Advisors
Georgia
$230K +$1.2K +8 +0.5%
LCWP
1272
Legacy Capital Wealth Partners
Arkansas
$230K +$18.6K +124 +9%
FWP
1273
Fiduciary Wealth Partners
Massachusetts
$229K – – –
CG
1274
Clarus Group
Texas
$229K – – –
7WCP
1275
71 West Capital Partners
Massachusetts
$228K +$218K +1,454 New
49 50
51
52 53