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NVO

Novo Nordisk
NVO

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
726
Mattern Capital Management
Colorado
$906K +$325K +4,784 +57%
RYIA
727
Roehl & Yi Investment Advisors
Oregon
$902K +$26.9K +395 +3%
CI
728
Clal Insurance
Israel
$897K – – –
TW
729
TritonPoint Wealth
Maryland
$894K -$233K -3,422 -21%
GI
730
Gradient Investments
Minnesota
$890K +$877K +12,890 New
AIM
731
Anchor Investment Management
South Carolina
$887K -$51K -750 -6%
CCM
732
Canal Capital Management
Virginia
$878K +$289K +4,256 +50%
PCA
733
Peddock Capital Advisors
Massachusetts
$876K +$87.1K +1,280 +11%
CAM
734
Creekmur Asset Management
Illinois
$875K +$248K +3,648 +40%
SCM
735
Schnieders Capital Management
California
$870K -$203K -2,980 -19%
BTWM
736
Baker Tilly Wealth Management
Wisconsin
$866K -$17.1K -251 -2%
MAM
737
Mystic Asset Management
Rhode Island
$858K -$44.9K -660 -5%
AWS
738
Atria Wealth Solutions
New York
$857K -$1.64M -24,067 -66%
HIIFS
739
Harel Insurance Investments & Financial Services
Israel
$856K -$37.4M -549,790 -98%
GC
740
Giverny Capital
Quebec, Canada
$856K – – –
P
741
Pitcairn
Pennsylvania
$853K -$143K -2,102 -15%
TCWA
742
Turtle Creek Wealth Advisors
Texas
$849K +$121K +1,775 +17%
IAN
743
Integrated Advisors Network
Texas
$847K +$835K +12,275 New
COI
744
Connable Office Inc
Michigan
$843K -$539K -7,929 -39%
SWP
745
Stratos Wealth Partners
Ohio
$841K -$259K -3,806 -24%
WA
746
Waverly Advisors
Alabama
$838K -$5.36M -78,816 -87%
BTW
747
Boston Trust Walden
Massachusetts
$831K +$454K +6,670 +124%
FWM
748
Forza Wealth Management
Florida
$826K -$27.2K -400 -3%
BL
749
Balentine LLC
Georgia
$825K -$14.5K -213 -2%
AWE
750
Avidian Wealth Enterprises
Texas
$825K +$64.4K +947 +9%
28 29
30
31 32