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NVO

Novo Nordisk
NVO

Name Holding Trade Value Shares
Change 		Change in
Stake
STA
501
Summit Trail Advisors
New York
$818K +$751K +15,846 +247%
WG
502
Winton Group
United Kingdom
$816K +$1.05M +22,200 New
SL
503
SWMG LLC
Texas
$813K – – –
AWM
504
Avior Wealth Management
Nebraska
$811K -$82.3K -1,738 -7%
1WA
505
180 Wealth Advisors
Washington
$809K +$223K +4,713 +27%
OIA
506
OneDigital Investment Advisors
Kansas
$803K -$148K -3,126 -13%
OA
507
Oak Associates
Ohio
$795K – – –
SIAG
508
Signet Investment Advisory Group
Rhode Island
$794K – – –
CPIG
509
Chicago Partners Investment Group
Illinois
$792K -$87.3K -1,843 -8%
BIM
510
Baldwin Investment Management
Pennsylvania
$792K – – –
BA
511
Ballast Advisors
Minnesota
$792K +$8.96K +189 +0.9%
RFC
512
Regions Financial Corp
Alabama
$791K -$354K -7,466 -26%
CB
513
Commerce Bank
Missouri
$790K +$93.4K +1,971 +10%
NB
514
NBT Bank
New York
$788K -$758 -16 -0.1%
WF
515
Welch & Forbes
Massachusetts
$783K -$10.2K -215 -1%
AAS
516
Ameritas Advisory Services
Nebraska
$779K +$312K +6,594 +45%
JIC
517
Joel Isaacson & Co
New York
$773K -$21.7K -458 -2%
CLA
518
Carnegie Lake Advisors
New Jersey
$768K -$13K -275 -1%
NG
519
Novem Group
New York
$767K +$44.1K +931 +5%
CLOS
520
Compagnie Lombard Odier SCmA
Switzerland
$764K -$1.16M -24,380 -54%
SI
521
Sava Infond
Slovenia
$762K – – –
NL
522
NWAM LLC
Washington
$759K +$752K +15,872 +331%
HSA
523
HBK Sorce Advisory
Pennsylvania
$759K +$102K +2,154 +15%
CCM
524
Chilton Capital Management
Texas
$758K -$22.1K -466 -2%
PFGIA
525
Patriot Financial Group Insurance Agency
Massachusetts
$752K +$970K +20,474 New
19 20
21
22 23