We are live on ! Find out more
NVO

Novo Nordisk
NVO

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1076
Clearstead Advisors
Ohio
$226K +$28.7K +326 +15%
CFS
1077
CRA Financial Services
New Jersey
$226K -$4.41K -50 -2%
UL
1078
Unionview LLC
Washington
$225K -$2.91K -33 -1%
AAM
1079
Aureus Asset Management
Massachusetts
$225K -$15.6K -177 -7%
PPWM
1080
Paragon Private Wealth Management
Kentucky
$223K +$216K +2,456 New
BW
1081
BIP Wealth
Georgia
$223K +$216K +2,452 New
CP
1082
Castleview Partners
Texas
$222K +$215K +2,439 New
CIA
1083
Capital Investment Advisors
Georgia
$222K +$215K +2,438 New
9WM
1084
9258 Wealth Management
Ohio
$220K -$36.8K -418 -15%
SVWAG
1085
Sound View Wealth Advisors Group
Georgia
$219K +$212K +2,408 New
SPWM
1086
Schrum Private Wealth Management
Florida
$218K +$212K +2,402 New
BFA
1087
Bill Few Associates
Pennsylvania
$218K +$211K +2,400 New
HA
1088
Herold Advisors
New York
$218K +$211K +2,400 New
NHT
1089
New Hampshire Trust
New Hampshire
$218K +$211K +2,400 New
MCA
1090
MSH Capital Advisors
Arizona
$218K -$31.2K -354 -13%
THWM
1091
Taylor Hoffman Wealth Management
Virginia
$216K +$209K +2,378 New
AT
1092
Avalon Trust
New Mexico
$216K – – –
FWM
1093
FMB Wealth Management
California
$216K +$209K +2,370 New
OW
1094
Olistico Wealth
Oklahoma
$216K +$209K +2,370 New
CAG
1095
Crestwood Advisors Group
Massachusetts
$215K +$208K +2,364 New
CG
1096
CFO4Life Group
Texas
$214K +$208K +2,357 New
GWM
1097
GDS Wealth Management
Texas
$214K +$207K +2,352 New
SFS
1098
Security Financial Services
Indiana
$214K -$14.2K -161 -6%
FI
1099
Financial Insights
Washington
$214K +$195K +2,212 New
WPW
1100
Waldron Private Wealth
Pennsylvania
$213K +$206K +2,344 New
42 43
44
45 46