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NVO

Novo Nordisk
NVO

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
726
Ironwood Investment Counsel
Arizona
$234K – – –
WA1
727
Wimmer Associates 1
California
$233K -$19.4K -350 -8%
WAC
728
William Allan Corp
Colorado
$233K +$19.3K +348 +9%
KLCM
729
KG&L Capital Management
Louisiana
$230K -$89.9K -1,620 -28%
CCA
730
Cobblestone Capital Advisors
New York
$230K – – –
FFA
731
First Foundation Advisors
California
$230K +$229K +4,126 New
ACM
732
Advisors Capital Management
New Jersey
$229K -$18.1K -326 -7%
AWS
733
Atria Wealth Solutions
New York
$228K -$110K -1,976 -33%
HNWAG
734
High Net Worth Advisory Group
Florida
$227K -$22.2K -400 -9%
DAS
735
Dynamic Advisor Solutions
Arizona
$227K +$2.55K +46 +1%
TIA
736
Tiemann Investment Advisors
California
$226K – – –
CC
737
Callan Capital
California
$225K -$5.11K -92 -2%
FC
738
FCA Corp
Texas
$223K – – –
KFI
739
Key Financial Inc
Pennsylvania
$223K – – –
RGC
740
Roberts, Glore & Co
Illinois
$223K – – –
SPWM
741
Straight Path Wealth Management
Michigan
$223K – – –
HPCM
742
Hunter Perkins Capital Management
Illinois
$223K +$222K +4,000 New
KC
743
Kenfarb & Co
Kentucky
$222K – – –
BBW
744
Blue Barn Wealth
Utah
$221K -$34.5K -622 -14%
D
745
Diversified
Delaware
$218K +$555 +10 +0.3%
FC
746
Forte Capital
New York
$218K +$218K +3,920 New
BPWM
747
Badgley Phelps Wealth Managers
Washington
$216K -$16.6K -300 -7%
HPC
748
HM Payson & Co
Maine
$216K +$222 +4 +0.1%
GIA
749
Gladstone Institutional Advisory
Florida
$214K +$214K +3,850 New
IAA
750
Ironsides Asset Advisors
North Carolina
$213K – – –
28 29
30
31 32