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NVO

Novo Nordisk
NVO

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
851
Institute for Wealth Management
Colorado
$338K -$228K -5,300 -43%
KFP
852
Keystone Financial Planning
Ohio
$336K +$301K +7,014 New
BIM
853
Bridges Investment Management
Nebraska
$336K -$12.9K -300 -4%
OWP
854
ORG Wealth Partners
Texas
$336K – – –
NWM
855
Nolet Wealth Management
Texas
$335K -$54.6K -1,271 -15%
APW
856
Axim Planning & Wealth
Ohio
$334K -$37.6K -876 -11%
SW
857
Simplicity Wealth
New Jersey
$331K +$29.3K +682 +11%
LI
858
LRI Investments
Florida
$330K +$146K +3,393 +97%
LOWM
859
Laurel Oak Wealth Management
New Jersey
$328K -$60K -1,396 -17%
NI
860
Natural Investments
California
$327K -$25K -581 -8%
TWM
861
TRB Wealth Management
Texas
$326K – – –
GT
862
Glenview Trust
Kentucky
$325K -$1.8K -42 -0.6%
AP
863
Arlington Partners
Alabama
$325K +$12.2K +283 +4%
FHA
864
Flagship Harbor Advisors
Massachusetts
$325K -$33.6K -781 -10%
TP
865
TritonPoint Partners
Maryland
$325K -$73.3K -1,706 -20%
OWA
866
Octavia Wealth Advisors
Ohio
$324K +$290K +6,751 New
TCBWMS
867
Texas Capital Bank Wealth Management Services
Texas
$323K -$11.6K -271 -4%
PSP
868
Principal Street Partners
Tennessee
$322K +$45.7K +1,064 +19%
FWP
869
Flatrock Wealth Partners
California
$321K +$11.1K +259 +4%
RPA
870
Rock Point Advisors
Vermont
$321K – – –
CT
871
Clearstead Trust
Maine
$320K -$10.1K -234 -3%
HHAA
872
Henry H. Armstrong Associates
Pennsylvania
$319K – – –
EWM
873
Empirical Wealth Management
Washington
$319K +$286K +6,657 New
DS
874
DRW Securities
Illinois
$318K -$930K -21,647 -77%
RCG
875
Ridge Creek Global
Ohio
$317K – – –
33 34
35
36 37