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NVO

Novo Nordisk
NVO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1001
Pines Wealth Management
North Carolina
$399K +$219K +2,648 +69%
AWM
1002
AE Wealth Management
Kansas
$399K +$81.7K +989 +21%
1WM
1003
1900 Wealth Management
Texas
$397K -$21.3K -258 -4%
CH
1004
Cromwell Holdings
Wyoming
$396K -$99.4K -1,204 -17%
II
1005
Impact Investors
California
$396K +$58.1K +704 +14%
AG
1006
AlTi Global
New York
$394K -$16.4K -199 -3%
FWA
1007
FSM Wealth Advisors
Ohio
$394K +$22.9K +277 +5%
KTC
1008
Kentucky Trust Company
Kentucky
$392K -$8.26K -100 -2%
DA
1009
Denali Advisors
California
$391K -$186K -2,257 -29%
SLG
1010
Stanley-Laman Group
Pennsylvania
$390K +$464K +5,618 New
WA
1011
Whipplewood Advisors
Colorado
$390K -$34.7K -420 -7%
MMG
1012
Monetary Management Group
Missouri
$387K – – –
WJWM
1013
Williams Jones Wealth Management
New York
$387K +$12.4K +150 +3%
VA
1014
Valmark Advisers
Ohio
$386K -$87.9K -1,064 -16%
EW
1015
Evoke Wealth
California
$386K +$16.4K +198 +4%
PCTC
1016
Perkins Coie Trust Company
Washington
$385K +$248 +3 +0.1%
GWSG
1017
GPS Wealth Strategies Group
Colorado
$385K -$24.6K -298 -5%
HI
1018
Horizon Investments
North Carolina
$380K +$244K +2,952 +117%
MW
1019
Marcum Wealth
Ohio
$379K +$142K +1,717 +46%
SWIG
1020
Strategic Wealth Investment Group
Kentucky
$379K +$450K +5,452 New
MCM
1021
Manchester Capital Management
Vermont
$378K -$83 -1 -0%
JWBC
1022
J.W. Burns & Co
New York
$376K -$15.7K -190 -3%
KWM
1023
Kingsview Wealth Management
Oregon
$375K +$38.1K +461 +9%
BTW
1024
Boston Trust Walden
Massachusetts
$373K – – –
GDP
1025
Great Diamond Partners
Maine
$373K -$2.04M -24,739 -82%
39 40
41
42 43