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NVO

Novo Nordisk
NVO

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
526
Wallace Advisory Group
California
$865K +$750K +12,790 New
AWM
527
AE Wealth Management
Kansas
$860K +$89.4K +1,524 +14%
PSP
528
Principal Street Partners
Tennessee
$856K +$13.4K +228 +2%
GC
529
Giverny Capital
Quebec, Canada
$839K – – –
AO
530
Advisor OS
Illinois
$838K +$94.7K +1,616 +15%
RPCONE
531
Retirement Planning Company of New England
Rhode Island
$838K +$117 +2 +0%
WA
532
Wealth Alliance
New York
$837K +$72.2K +1,232 +11%
BST
533
Bath Savings Trust
Maine
$834K -$8.79K -150 -1%
GAM
534
Garrison Asset Management
Arkansas
$822K – – –
SRC
535
Sage Rhino Capital
California
$818K +$23.1K +394 +3%
CNC
536
Canandaigua National Corp
New York
$813K -$29.3K -500 -4%
SCM
537
Schnieders Capital Management
California
$808K – – –
SWM
538
Seed Wealth Management
Illinois
$803K +$695K +11,860 New
WHG
539
Westwood Holdings Group
Texas
$802K -$91.5K -1,560 -12%
CLOS
540
Compagnie Lombard Odier SCmA
Switzerland
$780K -$70.4K -1,200 -9%
MPPW
541
Mitchell & Pahl Private Wealth
Oklahoma
$775K +$14.4K +246 +2%
MCC
542
Money Concepts Capital
Florida
$774K +$347K +5,918 +107%
MWM
543
Meridian Wealth Management
Kentucky
$768K +$316K +5,394 +91%
FP
544
Financial Perspectives
Minnesota
$765K +$4.34K +74 +0.7%
KFC
545
Klingenstein Fields & Co
New York
$760K -$1.17K -20 -0.2%
AG
546
Ascent Group
Virginia
$757K -$15K -256 -2%
AWM
547
Aberdeen Wealth Management
Illinois
$751K – – –
CAM
548
Cacti Asset Management
Georgia
$744K – – –
DWM
549
Drive Wealth Management
Utah
$736K +$104K +1,768 +19%
MG
550
Mather Group
Illinois
$732K -$5.63K -96 -0.9%
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