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NVO

Novo Nordisk
NVO

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
501
Stansberry Asset Management
Texas
$398K +$55.7K +1,152 +16%
CBFP
502
Cedar Brook Financial Partners
Ohio
$396K -$14.4K -298 -3%
AI
503
Ariel Investments
Illinois
$395K – – –
ACP
504
Aviance Capital Partners
Florida
$394K – – –
AR
505
Advisory Research
Illinois
$392K +$54.9K +1,136 +16%
BCB
506
Brian C. Broderick
$391K -$19.3K -400 -5%
BOPW
507
Brandywine Oak Private Wealth
Pennsylvania
$387K -$22.5K -466 -5%
FA
508
Fiducient Advisors
Illinois
$387K – – –
PCS
509
Personal CFO Solutions
New Jersey
$386K +$389K +8,044 New
P
510
Palladiem
Pennsylvania
$384K – – –
BSI
511
Bennett Selby Investments
Maine
$383K +$385K +7,970 New
LP
512
LGL Partners
Pennsylvania
$382K -$186K -3,852 -33%
FP
513
Financial Perspectives
Minnesota
$378K -$436K -9,012 -53%
SIA
514
SkyView Investment Advisors
New Jersey
$373K – – –
VWA
515
V Wealth Advisors
Kansas
$370K +$774 +16 +0.2%
MIM
516
Marco Investment Management
Georgia
$367K – – –
CCM
517
Canal Capital Management
Virginia
$367K +$48.5K +1,004 +15%
ESB
518
Essex Savings Bank
Connecticut
$365K – – –
RPA
519
Rock Point Advisors
Vermont
$365K – – –
NFG
520
Nations Financial Group
Iowa
$363K +$365K +7,550 New
APA
521
American Portfolios Advisors
New York
$363K +$59.6K +1,232 +19%
PTC
522
Philadelphia Trust Company
Pennsylvania
$360K – – –
SC
523
Shay Capital
New York
$360K +$362K +7,490 New
LF
524
LifeSteps Financial
California
$358K – – –
HSA
525
HBK Sorce Advisory
Pennsylvania
$358K +$1.64K +34 +0.5%
19 20
21
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