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NVO

Novo Nordisk
NVO

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
501
Mission Wealth Management
California
$210K – – –
PWPS
502
Pinnacle Wealth Planning Services
Ohio
$204K +$203K +6,804 New
IFWM
503
Institute for Wealth Management
Colorado
$203K -$6.07K -204 -3%
GWM
504
GSB Wealth Management
Connecticut
$203K +$201K +6,756 New
ASN
505
Advisory Services Network
Georgia
$201K -$2.92K -98 -1%
TAIM
506
TD Ameritrade Investment Management
Nebraska
$198K +$2.14K +72 +1%
CPA
507
Cowen Prime Advisors
New York
$196K – – –
TC
508
Truvestments Capital
Florida
$196K +$194K +6,514 New
WT
509
Whittier Trust
California
$192K -$34.4K -1,154 -15%
OSAM
510
O'Shaughnessy Asset Management
Connecticut
$191K -$47.1K -1,582 -20%
LC
511
Lindbrook Capital
California
$187K -$55.1K -1,850 -23%
HPC
512
HM Payson & Co
Maine
$178K +$11.9K +400 +7%
IFAM
513
Institutional & Family Asset Management
Colorado
$175K – – –
AA
514
AlphaMark Advisors
Kentucky
$160K +$2.14K +72 +1%
SFS
515
Sowell Financial Services
Arkansas
$156K -$81.3K -2,732 -35%
VLKIM
516
Van Lanschot Kempen Investment Management
Netherlands
$156K +$34.2K +1,148 +29%
FANJ
517
Financial Architects (New Jersey)
New Jersey
$155K – – –
FHA
518
First Horizon Advisors
Tennessee
$152K -$7.03K -236 -4%
CCM
519
Copeland Capital Management
Pennsylvania
$139K +$123K +4,124 +815%
LIM
520
Lagoda Investment Management
New York
$136K – – –
GWS
521
Glassman Wealth Services
Virginia
$126K +$105K +3,514 +532%
APA
522
American Portfolios Advisors
New York
$126K -$8.28K -278 -6%
CAM
523
Close Asset Management
United Kingdom
$121K – – –
KFI
524
Key Financial Inc
Pennsylvania
$120K +$119K +3,990 New
EI
525
Ellevest Inc
New York
$117K +$76.6K +2,574 +197%
19 20
21
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