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NVO

Novo Nordisk
NVO

Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
501
Stelac Advisory Services
New York
$627K +$624K +11,254 New
FP
502
Financial Perspectives
Minnesota
$626K – – –
MJP
503
Michael J. Puzo
$624K -$38.8K -700 -6%
AWA
504
Amplius Wealth Advisors
Pennsylvania
$618K -$124K -2,240 -17%
AWM
505
Aberdeen Wealth Management
Illinois
$618K -$33.3K -600 -5%
FA
506
Fiducient Advisors
Illinois
$616K +$390K +7,020 +174%
CAM
507
Cacti Asset Management
Georgia
$613K – – –
CWM
508
Cordatus Wealth Management
Pennsylvania
$612K -$297K -5,354 -33%
CCM
509
Coldstream Capital Management
Washington
$607K +$605K +10,906 New
MG
510
Mather Group
Illinois
$604K -$333 -6 -0.1%
1WA
511
180 Wealth Advisors
Washington
$594K -$8.21K -148 -1%
TF
512
TIAA FSB
Florida
$592K -$2.08M -37,514 -78%
DWM
513
Dorchester Wealth Management
Quebec, Canada
$592K +$589K +10,620 New
BFA
514
BMS Financial Advisors
South Dakota
$583K +$581K +10,466 New
CAM
515
Cozad Asset Management
Illinois
$582K -$21.1K -380 -4%
MPPW
516
Mitchell & Pahl Private Wealth
Oklahoma
$581K +$54.9K +990 +10%
PAMG
517
Patton Albertson Miller Group
Tennessee
$571K -$55.5K -1,000 -9%
TPCW
518
TD Private Client Wealth
New York
$571K +$269K +4,846 +90%
GHA
519
GW Henssler & Associates
Georgia
$567K -$7.33K -132 -1%
SFO
520
Stokes Family Office
Louisiana
$565K +$16.6K +300 +3%
ATC
521
Argent Trust Co
Tennessee
$562K +$7.88K +142 +1%
AO
522
Advisor OS
Illinois
$561K +$77.5K +1,396 +16%
CFO
523
Colony Family Offices
North Carolina
$561K +$559K +10,068 New
FAFN
524
First Affirmative Financial Network
Colorado
$558K -$15K -270 -3%
OF
525
Outfitter Financial
Maine
$557K -$222K -4,000 -29%
19 20
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