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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
PK
1376
Pflug Koory
Nebraska
$31K -$39.3K -300 -57%
WB
1377
Webster Bank
Connecticut
$31K – – –
ATC
1378
Adirondack Trust Company
New York
$30.3K – – –
NIM
1379
Nexus Investment Management
Ontario, Canada
$30.3K – – –
BIA
1380
Bell Investment Advisors
California
$29.4K +$14.8K +113 +113%
CFFP
1381
Center for Financial Planning
Michigan
$29K – – –
NEWAS
1382
N.E.W. Advisory Services
Wisconsin
$28.5K – – –
RTL
1383
Red Tortoise LLC
Georgia
$28.5K – – –
CW
1384
CrossGen Wealth
North Carolina
$28.5K +$27K +206 New
CA
1385
Crewe Advisors
Utah
$28.4K -$80.7K -616 -75%
Close Asset Management
1386
Close Asset Management
United Kingdom
$28K – – –
CMP
1387
Coston McIsaac & Partners
Maine
$28K +$4.71K +36 +21%
SWIM
1388
Smallwood Wealth Investment Management
New Jersey
$27.6K – – –
BWAM
1389
Boyd Watterson Asset Management
Ohio
$26.6K – – –
PPC
1390
Park Place Capital
Alabama
$25.8K +$4.58K +35 +23%
QPBE
1391
Quintet Private Bank (Europe)
Luxembourg
$25K – – –
AT
1392
Arlington Trust
Alabama
$24.7K +$23.4K +179 New
TSMHT
1393
Thurston Springer Miller Herd & Titak
Indiana
$24.3K +$22.3K +170 +2,833%
FUBT
1394
First United Bank & Trust
Maryland
$24.1K – – –
B
1395
Bayban
Minnesota
$24.1K +$22.9K +175 New
KFAS
1396
Keating Financial Advisory Services
Kansas
$23.6K +$22.4K +171 New
MSWM
1397
Mowery & Schoenfeld Wealth Management
Illinois
$23.6K +$22.4K +171 New
CIAS
1398
CBIZ Investment Advisory Services
Ohio
$23K +$21.9K +167 New
IAG
1399
Innovative Advisory Group
Massachusetts
$22.7K – – –
TFM
1400
TFC Financial Management
Massachusetts
$22.3K – – –