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NVO

Novo Nordisk
NVO

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
726
Intellectus Partners
California
$675K +$654K +7,422 New
MJP
727
Michael J. Puzo
$673K -$123K -1,400 -16%
RPA
728
Rock Point Advisors
Vermont
$673K – – –
KA
729
Kercheville Advisors
Texas
$673K +$652K +7,400 New
AWE
730
Avidian Wealth Enterprises
Texas
$672K -$725K -8,231 -53%
LF
731
LifeSteps Financial
California
$672K – – –
PWM
732
Perigon Wealth Management
California
$670K +$62.6K +711 +11%
BMCM
733
Bryn Mawr Capital Management
Pennsylvania
$669K +$648K +7,351 New
CAM
734
Claret Asset Management
Quebec, Canada
$665K +$5.81K +66 +0.9%
BJL
735
Brighton Jones LLC
Washington
$665K +$132K +1,500 +26%
MIFH
736
Migdal Insurance & Financial Holdings
Israel
$651K +$629K +7,146 New
EGM
737
Engineers Gate Manager
New York
$651K -$629K -7,144 -50%
OLVIG
738
Oliver Lagore Vanvalin Investment Group
Michigan
$650K +$252K +2,856 +67%
DOA
739
D'Orazio & Associates
Virginia
$649K +$98.5K +1,118 +19%
BTI
740
Blue Trust Inc
Georgia
$644K -$38.4K -436 -10%
SIA
741
Strategic Investment Advisors
Michigan
$642K -$186K -2,109 -23%
RA
742
RFG Advisory
Alabama
$640K -$32.3K -367 -5%
NS
743
NBC Securities
Alabama
$638K +$618K +7,019 New
ARG
744
Advisory Resource Group
Oklahoma
$635K +$2.38K +27 +0.4%
AA
745
AlphaQ Advisors
Florida
$629K -$35.7K -405 -6%
BWM
746
BNC Wealth Management
Oregon
$629K – – –
EFS
747
Essex Financial Services
Connecticut
$628K +$793 +9 +0.1%
DDPIC
748
Deroy & Devereaux Private Investment Counsel
Michigan
$627K -$245K -2,780 -29%
FAFN
749
First Affirmative Financial Network
Colorado
$624K -$30K -340 -5%
GI
750
Gradient Investments
Minnesota
$619K +$30K +341 +5%
28 29
30
31 32