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NVO

Novo Nordisk
NVO

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1051
Tucker Asset Management
Colorado
$827K +$305K +2,299 +66%
LWL
1052
Leo Wealth LLC
Texas
$827K +$19.1K +144 +3%
GWSG
1053
GPS Wealth Strategies Group
Colorado
$824K +$112K +847 +17%
OL
1054
Optas LLC
Texas
$823K +$5.7K +43 +0.8%
SIA
1055
Schear Investment Advisers
Ohio
$822K +$113K +856 +17%
GWP
1056
Gen-Wealth Partners
Michigan
$817K +$146K +1,100 +24%
WJWM
1057
Williams Jones Wealth Management
New York
$817K – – –
PCM
1058
Pinnbrook Capital Management
New York
$815K +$757K +5,710 New
CAG
1059
Crestwood Advisors Group
Massachusetts
$812K +$46.8K +353 +7%
AG
1060
AlTi Global
New York
$806K +$175K +1,318 +30%
AHL
1061
Abel Hall LLC
Louisiana
$806K +$51.4K +388 +7%
RBC
1062
Romano Brothers & Co
Illinois
$803K +$22.5K +170 +3%
MMG
1063
Monetary Management Group
Missouri
$795K – – –
PCTC
1064
Perkins Coie Trust Company
Washington
$791K – – –
SEP
1065
Southland Equity Partners
Missouri
$791K +$133 +1 +0%
MAM
1066
Milestone Asset Management
Pennsylvania
$788K +$732K +5,523 New
MMA
1067
Miracle Mile Advisors
California
$788K +$68.8K +519 +10%
FNBT
1068
FineMark National Bank & Trust
Florida
$783K -$447K -3,373 -38%
CWM
1069
Cordatus Wealth Management
Pennsylvania
$781K +$725K +5,472 New
WRPWM
1070
Werba Rubin Papier Wealth Management
California
$781K +$130K +984 +22%
GCM
1071
Gallacher Capital Management
Colorado
$781K -$54.7K -413 -7%
SM
1072
Samjo Management
New York
$771K – – –
CMI
1073
Clare Market Investments
Texas
$769K +$202K +1,528 +40%
CRB
1074
Chad R. Baker
$768K – – –
1WM
1075
1900 Wealth Management
Texas
$767K -$109K -826 -13%
41 42
43
44 45