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NVO

Novo Nordisk
NVO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1026
Cornerstone Wealth Management
Missouri
$481K +$128K +1,183 +27%
MG
1027
Mather Group
Illinois
$481K -$26.7K -247 -4%
MMG
1028
Monetary Management Group
Missouri
$479K – – –
AWMM
1029
Aegis Wealth Management (Maryland)
Maryland
$479K +$602K +5,564 New
CP
1030
CenterBook Partners
Connecticut
$478K +$189K +1,749 +46%
PCTC
1031
Perkins Coie Trust Company
Washington
$477K – – –
SW
1032
Simplicity Wealth
New Jersey
$474K +$120K +1,114 +25%
TA
1033
Tectonic Advisors
Texas
$474K -$649 -6 -0.1%
MJP
1034
Michael J. Puzo
$473K +$54.1K +500 +10%
CWM
1035
Cordatus Wealth Management
Pennsylvania
$472K +$1.95K +18 +0.3%
PAMG
1036
Patton Albertson Miller Group
Tennessee
$471K -$26K -240 -4%
CAG
1037
Crestwood Advisors Group
Massachusetts
$470K -$32.9K -304 -5%
MCM
1038
Manchester Capital Management
Vermont
$469K -$353K -3,260 -37%
WJWM
1039
Williams Jones Wealth Management
New York
$466K -$134K -1,240 -19%
EWA
1040
EverSource Wealth Advisors
Alabama
$466K -$1.52M -14,019 -72%
PFG
1041
PAX Financial Group
Texas
$465K +$21K +194 +4%
SM
1042
Samjo Management
New York
$465K – – –
BTW
1043
Boston Trust Walden
Massachusetts
$462K – – –
CA
1044
Continuum Advisory
Idaho
$461K +$4.33K +40 +0.8%
AP
1045
Adero Partners
California
$460K -$65K -601 -10%
LCWP
1046
Legacy Capital Wealth Partners
Arkansas
$459K +$54.5K +504 +10%
HI
1047
Hudock Inc
Pennsylvania
$457K +$297K +2,743 +107%
OFS
1048
OneAscent Financial Services
Alabama
$456K +$57.4K +531 +11%
WCM
1049
WealthBridge Capital Management
Ohio
$456K -$160K -1,479 -22%
AC
1050
Asio Capital
Kentucky
$456K +$28.8K +266 +5%
40 41
42
43 44