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NVO

Novo Nordisk
NVO

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
301
Salient Private Client
Texas
$501K -$42.7K -1,750 -8%
LFAS
302
Level Four Advisory Services
Texas
$498K -$3.76K -154 -0.7%
DRD
303
Dennis R. Delaney
$495K – – –
BFA
304
Beaumont Financial Advisors
Massachusetts
$495K +$96.4K +3,950 +23%
JMH
305
J.M. Hartwell
New York
$490K – – –
CS
306
Comerica Securities
Michigan
$482K -$76.2K -3,124 -13%
PIM
307
Provident Investment Management
Michigan
$477K – – –
GAM
308
GuardCap Asset Management
United Kingdom
$477K +$494K +20,248 New
CCM
309
Chilton Capital Management
Texas
$475K – – –
MIAN
310
Mariner Independent Advisor Network
Kansas
$475K +$492K +20,154 New
FC
311
Fayerweather Charles
$467K -$24.4K -1,000 -5%
RWA
312
Ropes Wealth Advisors
Massachusetts
$464K +$390K +16,000 +435%
CAM
313
Claret Asset Management
Quebec, Canada
$459K +$44.1K +1,808 +10%
N
314
Natixis
France
$458K +$135K +5,526 +40%
SAM
315
Shamrock Asset Management
Texas
$456K – – –
CCM
316
Copeland Capital Management
Pennsylvania
$452K -$2.78K -114 -0.6%
MWP
317
MYCIO Wealth Partners
Pennsylvania
$450K – – –
VCAM
318
Van Cleef Asset Management
Ohio
$447K – – –
BTW
319
Boston Trust Walden
Massachusetts
$442K – – –
KFC
320
Klingenstein Fields & Co
New York
$441K – – –
CQS
321
Credential Qtrade Securities
$439K +$455K +18,640 New
WF
322
Welch & Forbes
Massachusetts
$437K -$1.95K -80 -0.4%
WB
323
Webster Bank
Connecticut
$434K -$159K -6,500 -26%
BIM
324
Bridges Investment Management
Nebraska
$432K +$447K +18,316 New
MJP
325
Michael J. Puzo
$422K -$34.2K -1,400 -7%
11 12
13
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