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NVO

Novo Nordisk
NVO

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
601
WMS Partners
Maryland
$366K -$441K -8,236 -53%
9WM
602
9258 Wealth Management
Ohio
$366K -$39.1K -730 -9%
HSA
603
HBK Sorce Advisory
Pennsylvania
$366K -$3.75K -70 -0.9%
TC
604
Titleist Capital
Texas
$363K -$24.5K -458 -6%
KWM
605
Kolinsky Wealth Management
New Jersey
$363K +$10.1K +188 +3%
PCA
606
Personal Capital Advisors
California
$363K +$26.9K +502 +7%
PP
607
PDS Planning
Ohio
$362K -$13.2K -246 -3%
TFM
608
TFC Financial Management
Massachusetts
$362K -$9K -168 -2%
CAM
609
Claret Asset Management
Quebec, Canada
$361K – – –
LJAC
610
L.J. Altfest & Co
New York
$361K +$388K +7,244 New
LF
611
LifeSteps Financial
California
$360K – – –
APA
612
American Portfolios Advisors
New York
$359K -$67.4K -1,258 -15%
FTUS
613
Flow Traders U.S.
New York
$358K +$385K +7,184 New
STB
614
S&T Bank
Pennsylvania
$357K -$252K -4,700 -40%
RIG
615
Roosevelt Investment Group
New York
$355K – – –
FHA
616
Flagship Harbor Advisors
Massachusetts
$354K +$6.86K +128 +2%
SC
617
Savant Capital
Illinois
$353K -$22.6K -422 -6%
WANY
618
Wealthspire Advisors (New York)
New York
$348K +$87.2K +1,628 +30%
LP
619
LGL Partners
Pennsylvania
$345K -$7.5K -140 -2%
BWM
620
BNC Wealth Management
Oregon
$345K – – –
KFP
621
KB Financial Partners
New Jersey
$341K +$82.7K +1,544 +29%
CHP
622
Cable Hill Partners
Oregon
$337K +$363K +6,770 New
VWA
623
V Wealth Advisors
Kansas
$336K -$25.8K -482 -7%
CCIA
624
Campbell & Co Investment Adviser
Maryland
$334K -$46.4K -866 -11%
PGFC
625
Peapack-Gladstone Financial Corp
New Jersey
$333K -$10.7K -200 -3%
23 24
25
26 27