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NVO

Novo Nordisk
NVO

Name Holding Trade Value Shares
Change 		Change in
Stake
BPWM
701
Badgley Phelps Wealth Managers
Washington
$231K +$28.5K +556 +15%
CC
702
Callan Capital
California
$230K – – –
CCA
703
Cobblestone Capital Advisors
New York
$229K -$40.6K -792 -16%
FA
704
Fiducient Advisors
Illinois
$227K -$8.83K -172 -4%
TIA
705
Tiemann Investment Advisors
California
$225K -$77K -1,500 -27%
NIM
706
Northeast Investment Management
Massachusetts
$225K – – –
AIA
707
Alera Investment Advisors
Illinois
$225K +$208K +4,056 New
OFG
708
OmniStar Financial Group
North Carolina
$224K -$141K -2,738 -40%
FLPIM
709
F.L. Putnam Investment Management
Massachusetts
$224K -$78.7K -1,534 -28%
DAS
710
Dynamic Advisor Solutions
Arizona
$224K -$45.8K -892 -18%
RGC
711
Roberts, Glore & Co
Illinois
$222K -$82.1K -1,600 -29%
FC
712
FCA Corp
Texas
$222K – – –
KC
713
Kenfarb & Co
Kentucky
$222K – – –
KFI
714
Key Financial Inc
Pennsylvania
$222K – – –
MHR
715
Matthew Hamilton Rosenberg
$222K – – –
SPWM
716
Straight Path Wealth Management
Michigan
$222K – – –
BIP
717
Blueprint Investment Partners
North Carolina
$220K -$78.1K -1,522 -28%
D
718
Diversified
Delaware
$217K – – –
HPC
719
HM Payson & Co
Maine
$215K – – –
AA
720
Addison Advisors
Vermont
$215K +$67.5K +1,316 +51%
MC
721
Mathes Company
New York
$214K +$176K +3,428 +794%
PP
722
Paloma Partners
Connecticut
$213K -$57.7K -1,124 -23%
CAM
723
Close Asset Management
United Kingdom
$213K – – –
WAC
724
William Allan Corp
Colorado
$213K – – –
MA
725
MUFG Americas
New York
$212K -$241K -4,698 -55%
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