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NVO

Novo Nordisk
NVO

Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
801
Keudell/Morrison Wealth Management
Oregon
$706K +$168K +2,472 +32%
CAG
802
Csenge Advisory Group
Florida
$699K -$18.9K -278 -3%
ACA
803
Aptus Capital Advisors
Alabama
$694K +$173K +2,540 +34%
SPC
804
Sigma Planning Corp
Michigan
$694K -$91.1K -1,340 -12%
UIM
805
Unified Investment Management
Georgia
$692K +$682K +10,025 New
KFC
806
Klingenstein Fields & Co
New York
$687K -$19K -280 -3%
CAM
807
Cacti Asset Management
Georgia
$685K – – –
DA
808
Doliver Advisors
Texas
$684K -$393K -5,778 -37%
STA
809
Summit Trail Advisors
New York
$683K +$673K +9,895 New
BA
810
Bridgewater Advisors
New York
$677K +$41.8K +615 +5%
SWM
811
Spire Wealth Management
Virginia
$671K -$214K -3,141 -24%
CHAM
812
Clear Harbor Asset Management
Connecticut
$669K -$116K -1,705 -15%
GIA
813
Guyasuta Investment Advisors
Pennsylvania
$669K – – –
IAIM
814
International Assets Investment Management
Florida
$663K -$753K -11,071 -54%
QWP
815
Quotient Wealth Partners
Texas
$661K +$11.2K +165 +2%
EFG
816
Elm3 Financial Group
Georgia
$661K -$420K -6,181 -39%
RDWM
817
Red Door Wealth Management
Tennessee
$656K -$6.8K -100 -1%
ST
818
Spinnaker Trust
Maine
$656K -$4.76K -70 -0.7%
PMSA
819
Patrick M. Sweeney & Associates
Illinois
$654K -$116K -1,700 -15%
BRWA
820
B. Riley Wealth Advisors
Florida
$652K +$643K +9,451 New
MA
821
Montag & Associates
Georgia
$649K – – –
II
822
Impact Investors
California
$644K +$247K +3,629 +64%
SCM
823
SCS Capital Management
Massachusetts
$642K +$147K +2,164 +30%
RBCM
824
Raub Brock Capital Management
California
$638K +$9.52K +140 +2%
PAMS
825
Pinpoint Asset Management (Singapore)
$638K +$628K +9,238 New
31 32
33
34 35