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NVO

Novo Nordisk
NVO

Name Holding Trade Value Shares
Change 		Change in
Stake
WE
651
Wealth Effects
Massachusetts
$1.4M +$785K +7,937 +142%
GM
652
GeoWealth Management
Illinois
$1.4M +$1.31M +13,207 +4,586%
CA
653
Cullinan Associates
Kentucky
$1.39M – – –
GSIS
654
Global Strategic Investment Solutions
Arizona
$1.38M -$1.19K -12 -0.1%
GRP
655
Global Retirement Partners
California
$1.38M +$217K +2,190 +20%
MAM
656
Mystic Asset Management
Rhode Island
$1.38M -$72.2K -730 -5%
TPCW
657
TD Private Client Wealth
New York
$1.37M -$300K -3,032 -19%
MFGM
658
Marshall Financial Group (Maryland)
Maryland
$1.37M -$64.7K -654 -5%
AO
659
Advisor OS
Illinois
$1.36M -$20K -202 -2%
GIA
660
Guyasuta Investment Advisors
Pennsylvania
$1.35M – – –
HWM
661
HB Wealth Management
Georgia
$1.34M +$311K +3,145 +32%
AIM
662
Anchor Investment Management
South Carolina
$1.33M -$59.3K -600 -4%
RWA
663
Redhawk Wealth Advisors
Minnesota
$1.32M +$64.4K +651 +5%
FHWM
664
Fox Hill Wealth Management
Massachusetts
$1.32M +$1.27M +12,795 New
GD
665
Grandfield & Dodd
New York
$1.32M +$9.89K +100 +0.8%
IFWM
666
Institute for Wealth Management
Colorado
$1.31M +$46.9K +474 +4%
SP
667
Stablepoint Partners
Massachusetts
$1.3M +$1.25M +12,591 New
DG
668
DMC Group
Alabama
$1.29M -$266K -2,691 -18%
SS
669
Sunbelt Securities
Texas
$1.29M -$15K -152 -1%
GC
670
Giverny Capital
Quebec, Canada
$1.28M – – –
CCT
671
Chemung Canal Trust
New York
$1.28M -$34.6K -350 -3%
HIC
672
Holderness Investments Company
North Carolina
$1.27M -$989 -10 -0.1%
SRC
673
Sage Rhino Capital
California
$1.27M +$7.02K +71 +0.6%
FW
674
FirstPurpose Wealth
Utah
$1.26M +$36.3K +367 +3%
GCM
675
Graham Capital Management
Connecticut
$1.26M +$1.2M +12,179 New
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