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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
RW
1251
RVW Wealth
California
$242K – – –
MMHP
1252
Murphy Middleton Hinkle & Parker
Georgia
$241K – – –
CPA
1253
Capital Performance Advisors
California
$241K -$112K -748 -33%
BWM
1254
BCS Wealth Management
Tennessee
$240K – – –
PDL
1255
Portfolio Design Labs
California
$240K – – –
AIA
1256
Armor Investment Advisors
North Carolina
$240K -$88.1K -588 -28%
KFS
1257
Kelly Financial Services
Massachusetts
$240K – – –
SWM
1258
Shepherd Wealth Management
Ohio
$240K – – –
CPC
1259
Consolidated Planning Corp
Georgia
$238K +$9.89K +66 +5%
VAG
1260
VisionPoint Advisory Group
Texas
$236K +$18.6K +124 +9%
WP
1261
WealthSpring Partners
California
$236K – – –
BVP
1262
Bristlecone Value Partners
California
$236K -$43.3K -289 -16%
CCM
1263
Causeway Capital Management
California
$235K +$2.1K +14 +0.9%
EL
1264
Essex LLC
Illinois
$235K -$142K -950 -39%
NB
1265
Nicolet Bankshares
Wisconsin
$235K – – –
R
1266
Rebalance
California
$235K – – –
QPWM
1267
Quadrant Private Wealth Management
Pennsylvania
$234K +$224K +1,495 New
IAIM
1268
International Assets Investment Management
Florida
$234K +$2.1K +14 +0.9%
SRIM
1269
Saratoga Research & Investment Management
California
$234K – – –
MWS
1270
MFA Wealth Services
California
$233K – – –
FAL
1271
Focused Alpha LLC
Colorado
$233K +$222K +1,484 New
FPN
1272
Financial Planning Navigators
Minnesota
$232K +$6.45K +43 +3%
LCM
1273
Liberty Capital Management
Michigan
$232K +$222K +1,480 New
SB
1274
SIG Brokerage
New York
$231K +$221K +1,476 New
PA
1275
PFW Advisors
Georgia
$230K +$1.2K +8 +0.5%
49 50
51
52 53