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NVO

Novo Nordisk
NVO

Name Holding Trade Value Shares
Change 		Change in
Stake
BDFN
601
Bond & Devick Financial Network
Minnesota
$739K – – –
OWCM
602
One Wealth Capital Management
Arizona
$737K +$343K +7,986 +108%
HKAM
603
Horizon Kinetics Asset Management
New York
$736K – – –
AGA
604
Accuvest Global Advisors
Utah
$732K +$656K +15,261 New
DBG
605
De Burlo Group
Massachusetts
$731K -$36.5K -850 -5%
EF
606
Exeter Financial
Arizona
$730K +$27.5K +641 +4%
AUB
607
Atlantic Union Bankshares
Virginia
$729K +$7.56K +176 +1%
FIA
608
Foundations Investment Advisors
Arizona
$723K +$197K +4,584 +44%
BMWM
609
Brown Miller Wealth Management
Virginia
$717K +$18.5K +430 +3%
WKSWA
610
White Knight Strategic Wealth Advisors
New Jersey
$712K +$103K +2,395 +19%
BSA
611
Bull Street Advisors
Georgia
$708K – – –
HIP
612
HUB Investment Partners
Texas
$707K +$195K +4,530 +44%
CBT
613
Central Bank & Trust
Kentucky
$707K -$31.1K -725 -5%
WWM
614
Western Wealth Management
Colorado
$705K -$66.9K -1,557 -10%
MIA
615
MMBG Investment Advisors
Florida
$701K -$126K -2,940 -17%
HCMT
616
Highland Capital Management (Tennessee)
Tennessee
$701K +$2.15K +50 +0.3%
MC
617
Mirabaud & Cie
Switzerland
$700K – – –
RDWM
618
Red Door Wealth Management
Tennessee
$699K -$17.5K -408 -3%
GIC
619
Generali Investments CEE
Czech Republic
$697K -$124K -2,880 -17%
MHC
620
May Hill Capital
Massachusetts
$697K +$624K +14,529 New
PP
621
PDS Planning
Ohio
$693K +$252K +5,874 +68%
JRPIM
622
Journey Retirement Planning & Investment Management
Idaho
$692K -$33.8K -787 -5%
ISS
623
Intesa Sanpaolo SpA.
Italy
$687K +$73K +1,700 +13%
BTWM
624
Baker Tilly Wealth Management
Wisconsin
$679K +$269K +6,267 +79%
RPCONE
625
Retirement Planning Company of New England
Rhode Island
$678K +$19.5K +454 +3%
23 24
25
26 27