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NVO

Novo Nordisk
NVO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
376
Avior Wealth Management
Nebraska
$565K – – –
WF
377
Welch & Forbes
Massachusetts
$555K – – –
GAM
378
Garrison Asset Management
Arkansas
$549K +$64.1K +1,800 +12%
SCA
379
Snowden Capital Advisors
New York
$549K +$235K +6,610 +68%
TAM
380
Trillium Asset Management
Massachusetts
$546K – – –
BCM
381
Brookstone Capital Management
Illinois
$546K +$13.8K +388 +2%
MOS
382
MGO One Seven
Ohio
$544K -$47.7K -1,338 -6%
FCIM
383
Fairview Capital Investment Management
California
$541K – – –
LSAG
384
Lake Street Advisors Group
New Hampshire
$541K +$19.8K +556 +4%
IWP
385
Icon Wealth Partners
Texas
$529K +$44.7K +1,256 +9%
MWM
386
Mission Wealth Management
California
$528K +$125K +3,504 +29%
AIM
387
Anchor Investment Management
South Carolina
$525K – – –
PAMG
388
Patton Albertson Miller Group
Tennessee
$524K -$29.7K -834 -5%
HKAM
389
Horizon Kinetics Asset Management
New York
$522K – – –
1WA
390
180 Wealth Advisors
Washington
$513K -$17.7K -496 -4%
BONST
391
Bank of Nova Scotia Trust
Ontario, Canada
$511K +$71 +2 +0%
WT
392
Whittier Trust
California
$509K +$315K +8,842 +142%
AWM
393
Absher Wealth Management
North Carolina
$507K +$71.4K +2,004 +15%
FNBT
394
FineMark National Bank & Trust
Florida
$504K +$324K +9,084 +155%
FTDI
395
First Trust Direct Indexing
Massachusetts
$503K +$84.3K +2,366 +19%
FCI
396
Financial Counselors Inc
Kansas
$503K +$531K +14,908 New
PCTC
397
Perkins Coie Trust Company
Washington
$498K – – –
EGM
398
Engineers Gate Manager
New York
$494K +$521K +14,640 New
BSB
399
Bangor Savings Bank
Maine
$492K +$7.34K +206 +1%
UR
400
USCA RIA
Texas
$491K +$15.4K +432 +3%
14 15
16
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