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NVO

Novo Nordisk
NVO

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
651
Iams Wealth Management
Nebraska
$2.02M +$153K +1,144 +7%
CWM
652
Congress Wealth Management
Massachusetts
$2M +$875K +6,562 +64%
PWPS
653
Pinnacle Wealth Planning Services
Ohio
$1.99M -$16K -120 -0.7%
BA
654
Ballast Advisors
Minnesota
$1.99M -$74.7K -560 -3%
TPA
655
Trivium Point Advisory
Connecticut
$1.98M -$159K -1,189 -6%
MAM
656
Marotta Asset Management
Virginia
$1.98M -$36.3K -272 -2%
IA
657
IAM Advisory
Pennsylvania
$1.98M -$30.8K -231 -1%
PI
658
PFG Investments
New York
$1.97M +$9.6K +72 +0.4%
TW
659
TritonPoint Wealth
Maryland
$1.96M -$85K -637 -4%
BCM
660
Brookstone Capital Management
Illinois
$1.95M -$24.8K -186 -1%
TW
661
TrinityPoint Wealth
Connecticut
$1.95M -$237K -1,778 -10%
HWM
662
HB Wealth Management
Georgia
$1.93M +$291K +2,185 +16%
EAM
663
Eagle Asset Management
Florida
$1.92M +$224K +1,680 +10%
JHP
664
James Hambro & Partners
United Kingdom
$1.92M – – –
FCIM
665
Fairview Capital Investment Management
California
$1.91M – – –
BFA
666
Beaumont Financial Advisors
Massachusetts
$1.91M – – –
JIC
667
Johnson Investment Counsel
Ohio
$1.9M -$365K -2,738 -15%
ATPW
668
Ashton Thomas Private Wealth
Arizona
$1.89M +$155K +1,165 +8%
WANY
669
Wealthspire Advisors (New York)
New York
$1.89M +$913K +6,843 +76%
DAM
670
Diamant Asset Management
Connecticut
$1.89M – – –
AA
671
Altman Advisors
Illinois
$1.89M -$4.4K -33 -0.2%
GXJ
672
Global X Japan
Japan
$1.88M +$202K +1,516 +11%
OLVIG
673
Oliver Lagore Vanvalin Investment Group
Michigan
$1.87M -$92.6K -694 -4%
HKAM
674
Horizon Kinetics Asset Management
New York
$1.87M +$33.3K +250 +2%
GWMR
675
GC Wealth Management RIA
Massachusetts
$1.87M +$98.7K +740 +5%
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