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NVO

Novo Nordisk
NVO

Name Holding Trade Value Shares
Change 		Change in
Stake
1WM
926
1900 Wealth Management
Texas
$353K +$26.6K +302 +8%
CRI
927
Colonial River Investments
Virginia
$353K -$706K -8,009 -67%
MHR
928
Matthew Hamilton Rosenberg
$352K – – –
M
929
MOTCO
Texas
$349K +$291K +3,306 +626%
IDA
930
Intelligence Driven Advisers
California
$348K +$40K +454 +13%
CHAM
931
Clear Harbor Asset Management
Connecticut
$347K – – –
ZIM
932
Zacks Investment Management
Illinois
$346K +$6.78K +77 +2%
MA
933
MJP Associates
Connecticut
$346K +$335K +3,805 New
ICG
934
InterOcean Capital Group
Tennessee
$344K -$47.2K -536 -12%
LIM
935
Lagoda Investment Management
New York
$344K +$17.6K +200 +6%
CSPIA
936
Cary Street Partners Investment Advisory
Virginia
$343K +$264 +3 +0.1%
PPP
937
Private Portfolio Partners
New Jersey
$343K +$45.2K +513 +16%
RDWM
938
Red Door Wealth Management
Tennessee
$342K +$71K +806 +27%
FB
939
Fulton Bank
Pennsylvania
$341K -$113K -1,282 -25%
AP
940
Adero Partners
California
$340K +$94.5K +1,073 +40%
WA
941
Waverly Advisors
Alabama
$339K +$329K +3,730 New
AB
942
Atlas Brown
Kentucky
$339K – – –
TAM
943
Titleist Asset Management
Texas
$338K -$22.5K -255 -6%
TCMP
944
Thrive Capital Management (Pennsylvania)
Pennsylvania
$335K +$36K +409 +13%
AWA
945
Arkadios Wealth Advisors
Georgia
$334K -$793 -9 -0.2%
RGC
946
Roberts, Glore & Co
Illinois
$334K -$10.7K -122 -3%
CWP
947
Cyndeo Wealth Partners
Florida
$333K +$6.08K +69 +2%
CCM
948
Colorado Capital Management
Colorado
$333K – – –
DWM
949
Destination Wealth Management
California
$332K +$322K +3,654 New
EIP
950
Ellis Investment Partners
Pennsylvania
$327K +$9.78K +111 +3%
36 37
38
39 40