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NVO

Novo Nordisk
NVO

Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
701
Money Concepts Capital
Florida
$222K +$214K +3,958 New
CTA
702
Chesley Taft & Associates
Illinois
$222K +$215K +3,960 New
PFWA
703
Paces Ferry Wealth Advisors
Georgia
$220K +$213K +3,926 New
D
704
Diversified
Delaware
$219K +$212K +3,908 New
HPC
705
HM Payson & Co
Maine
$217K -$4.12K -76 -2%
IAA
706
Ironsides Asset Advisors
North Carolina
$214K -$27.1K -500 -12%
WAC
707
William Allan Corp
Colorado
$214K +$207K +3,830 New
CAM
708
Close Asset Management
United Kingdom
$213K – – –
EFS
709
Essex Financial Services
Connecticut
$209K +$202K +3,732 New
N
710
Natixis
France
$208K +$201K +3,708 New
AB
711
Atlas Brown
Kentucky
$208K +$202K +3,720 New
LA
712
Lakeside Advisors
Washington
$208K +$202K +3,720 New
OFS
713
OneAscent Financial Services
Alabama
$207K +$200K +3,696 New
CCM
714
Colorado Capital Management
Colorado
$206K +$198K +3,662 New
HIP
715
HUB Investment Partners
Texas
$205K +$198K +3,664 New
RCA
716
Resonant Capital Advisors
Wisconsin
$205K +$198K +3,664 New
PTP
717
Platform Technology Partners
New York
$203K -$473K -8,724 -71%
CAG
718
Csenge Advisory Group
Florida
$203K -$17.7K -326 -6%
EWS
719
Evergreen Wealth Solutions
Pennsylvania
$202K +$195K +3,604 New
GIA
720
Gladstone Institutional Advisory
Florida
$202K +$195K +3,608 New
BPWM
721
Badgley Phelps Wealth Managers
Washington
$202K +$196K +3,612 New
AC
722
Abbrea Capital
California
$202K +$196K +3,614 New
PMG
723
ProVise Management Group
Florida
$201K +$195K +3,596 New
AP
724
Adero Partners
California
$200K +$194K +3,576 New
FHA
725
First Horizon Advisors
Tennessee
$197K -$7.8K -144 -4%
27 28
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