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NVO

Novo Nordisk
NVO

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
376
Advisornet Financial
Minnesota
$292K +$40.5K +1,824 +17%
FHA
377
First Horizon Advisors
Tennessee
$288K +$50.3K +2,264 +22%
CW
378
Cobiz Wealth
Colorado
$285K +$2.35K +106 +0.9%
GD
379
Grandfield & Dodd
New York
$284K – – –
BCM
380
BTC Capital Management
Iowa
$282K +$34.8K +1,566 +15%
FAIM
381
Financial Advocates Investment Management
Washington
$280K -$10.4K -468 -4%
SFWA
382
Summit Financial Wealth Advisors
Louisiana
$276K -$18K -808 -6%
PCA
383
Personal Capital Advisors
California
$276K +$266K +11,966 New
BOPW
384
Brandywine Oak Private Wealth
Pennsylvania
$274K +$265K +11,906 New
BBHC
385
Brown Brothers Harriman & Co
New York
$271K +$16.9K +760 +7%
DC
386
Davenport & Co
Virginia
$270K +$14.2K +640 +6%
CAN
387
Cetera Advisor Networks
California
$269K -$19.8K -892 -7%
PCG
388
Private Capital Group
Connecticut
$266K +$85.7K +3,858 +50%
LSAG
389
Lake Street Advisors Group
New Hampshire
$265K +$25.9K +1,164 +11%
CAM
390
Cozad Asset Management
Illinois
$264K +$1.6K +72 +0.6%
PA
391
Parallel Advisors
California
$258K +$1.42K +64 +0.6%
CCM
392
Carderock Capital Management
Maryland
$253K -$44 -2 -0%
TPWA
393
TRUE Private Wealth Advisors
Oregon
$247K – – –
HIC
394
Holderness Investments Company
North Carolina
$246K – – –
EFS
395
Essex Financial Services
Connecticut
$246K +$192K +8,660 New
CL
396
CPWM LLC
Washington
$244K -$42.8K -1,924 -15%
PTC
397
Private Trust Company
Ohio
$243K -$25.6K -1,154 -10%
PFS
398
Prospera Financial Services
Texas
$242K +$227K +10,236 New
CSM
399
CAMG Solamere Management
North Carolina
$241K -$116K -5,236 -33%
KWA
400
KCS Wealth Advisory
California
$240K -$32.9K -1,482 -12%
14 15
16
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