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NVO

Novo Nordisk
NVO

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
651
Kolinsky Wealth Management
New Jersey
$464K -$25.4K -434 -6%
PGFC
652
Peapack-Gladstone Financial Corp
New Jersey
$464K +$10.3K +176 +3%
EFS
653
Essex Financial Services
Connecticut
$460K +$45K +768 +13%
4WM
654
44 Wealth Management
Oregon
$459K +$22.3K +380 +6%
FFA
655
First Foundation Advisors
California
$457K +$53K +904 +15%
VWA
656
V Wealth Advisors
Kansas
$457K +$352 +6 +0.1%
IFWM
657
Institute for Wealth Management
Colorado
$456K +$3.17K +54 +0.8%
KFP
658
KB Financial Partners
New Jersey
$453K -$8.32K -142 -2%
FHA
659
Flagship Harbor Advisors
Massachusetts
$453K -$24.3K -414 -6%
OW
660
Olistico Wealth
Oklahoma
$451K +$390K +6,660 New
GCM
661
Gallacher Capital Management
Colorado
$447K +$387K +6,604 New
TPW
662
Transatlantique Private Wealth
New York
$446K +$387K +6,598 New
DWM
663
Defined Wealth Management
Oregon
$445K +$15.2K +260 +4%
STB
664
S&T Bank
Pennsylvania
$445K -$35.2K -600 -8%
CPA
665
Cowen Prime Advisors
New York
$440K – – –
PCA
666
Personal Capital Advisors
California
$438K -$47.7K -814 -11%
HI
667
Harbour Investments
Wisconsin
$434K +$213K +3,632 +130%
CF
668
Cantor Fitzgerald
New York
$433K +$375K +6,400 New
FWM
669
Forza Wealth Management
Florida
$431K +$373K +6,370 New
BAM
670
Belpointe Asset Management
Nevada
$427K -$3.4K -58 -0.9%
LWAC
671
Laurel Wealth Advisors (California)
California
$426K -$21.6K -368 -6%
VCA
672
Verdence Capital Advisors
Maryland
$421K +$365K +6,228 New
FNBT
673
FineMark National Bank & Trust
Florida
$420K -$16.2K -276 -4%
AWP
674
Accretive Wealth Partners
New Jersey
$416K +$361K +6,150 New
AGC
675
Aspen Grove Capital
Colorado
$411K +$356K +6,076 New
25 26
27
28 29