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NVO

Novo Nordisk
NVO

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
351
Trust Company of Vermont
Vermont
$608K -$10.6K -306 -2%
BTW
352
Boston Trust Walden
Massachusetts
$605K – – –
VCAM
353
Van Cleef Asset Management
Ohio
$604K -$15.6K -450 -3%
BL
354
Balentine LLC
Georgia
$592K +$8.5K +246 +1%
CQS
355
Credential Qtrade Securities
$592K -$3.11K -90 -0.5%
BP
356
Ballentine Partners
Massachusetts
$591K -$1.18K -34 -0.2%
PFG
357
PAX Financial Group
Texas
$590K +$25K +722 +4%
FP
358
Financial Perspectives
Minnesota
$590K -$3.46K -100 -0.6%
OGC
359
One68 Global Capital
New York
$588K +$582K +16,830 New
AWM
360
Avior Wealth Management
Nebraska
$587K +$248K +7,166 +74%
LWP
361
Lumature Wealth Partners
Georgia
$585K +$579K +16,752 New
MCM
362
Mitchell Capital Management
Kansas
$584K +$52.3K +1,512 +10%
KWA
363
KCS Wealth Advisory
California
$578K +$366K +10,586 +178%
WF
364
Welch & Forbes
Massachusetts
$574K – – –
TAM
365
Trillium Asset Management
Massachusetts
$565K -$24.8K -718 -4%
AR
366
Advisory Research
Illinois
$562K +$226K +6,540 +69%
FCIM
367
Fairview Capital Investment Management
California
$561K – – –
BCM
368
Brookstone Capital Management
Illinois
$552K +$10.6K +308 +2%
MG
369
Mather Group
Illinois
$551K -$104K -3,004 -16%
WI
370
WrapManager Inc
California
$545K +$13.6K +394 +3%
AIM
371
Anchor Investment Management
South Carolina
$544K -$51.8K -1,500 -9%
LSAG
372
Lake Street Advisors Group
New Hampshire
$541K -$85K -2,458 -14%
HKAM
373
Horizon Kinetics Asset Management
New York
$541K – – –
HS
374
HighVista Strategies
Massachusetts
$537K +$41.1K +1,190 +8%
GI
375
Gradient Investments
Minnesota
$534K -$49.8K -1,440 -9%
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15
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