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NVO

Novo Nordisk
NVO

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
976
Seven Mile Advisory
New Jersey
$422K -$41.6K -504 -8%
CTC
977
Central Trust Company
Missouri
$418K – – –
IWM
978
IHT Wealth Management
Illinois
$417K -$98K -1,187 -17%
AI
979
AXS Investments
New York
$417K – – –
MWA
980
Martel Wealth Advisors
Washington
$417K – – –
AG
981
AmeriFlex Group
Nevada
$416K +$402K +4,872 +437%
CWM
982
Cordatus Wealth Management
Pennsylvania
$415K +$40K +484 +9%
MWM
983
Modern Wealth Management
Kansas
$414K +$493K +5,968 New
PAG
984
Private Advisory Group
Washington
$414K -$760K -9,205 -61%
TI
985
Truepoint Inc
Ohio
$413K +$492K +5,954 New
DOA
986
D'Orazio & Associates
Virginia
$412K -$191K -2,313 -28%
MG
987
Mather Group
Illinois
$412K +$28.5K +345 +6%
FA
988
Fermata Advisors
California
$410K +$487K +5,898 New
RWI
989
Red Wave Investments
Pennsylvania
$409K -$4.13K -50 -0.8%
PT
990
Plimoth Trust
Massachusetts
$409K +$20.2K +245 +4%
HCP
991
Hexagon Capital Partners
Arkansas
$407K -$60.2K -729 -11%
PAP
992
Persistent Asset Partners
Hong Kong
$407K +$484K +5,859 New
SMA
993
Sage Mountain Advisors
Georgia
$407K +$8.01K +97 +2%
BF
994
Brucke Financial
Indiana
$405K -$26.3K -319 -5%
CIA
995
Capital Investment Advisors
Georgia
$403K +$113K +1,373 +31%
NWAG
996
Net Worth Advisory Group
Utah
$401K -$2.56K -31 -0.5%
SAM
997
Shikiar Asset Management
New York
$400K -$7.47M -90,399 -94%
SIM
998
Seaview Investment Managers
Florida
$400K +$476K +5,758 New
MCCP
999
Mission Creek Capital Partners
California
$400K +$8.67K +105 +2%
UWS
1000
Unique Wealth Strategies
Illinois
$399K – – –
38 39
40
41 42