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NVO

Novo Nordisk
NVO

Name Holding Trade Value Shares
Change 		Change in
Stake
KCIC
1076
Kuhn & Co Investment Counsel
Illinois
$220K – – –
AWM
1077
Angeles Wealth Management
California
$219K -$382K -6,527 -62%
CMTU
1078
Capital Markets Trading (UK)
United Kingdom
$219K +$231K +3,946 New
CWM
1079
Cornerstone Wealth Management
Missouri
$219K -$99.5K -1,699 -30%
MSS
1080
Mitchell Sinkler & Starr
Pennsylvania
$218K +$230K +3,935 New
EFP
1081
Elser Financial Planning
Indiana
$218K – – –
LWM
1082
LJI Wealth Management
Indiana
$218K -$70.2K -1,200 -23%
AF
1083
Atala Financial
California
$218K +$230K +3,921 New
MFGM
1084
Marshall Financial Group (Maryland)
Maryland
$217K -$1.46K -25 -0.6%
AWMM
1085
Aegis Wealth Management (Maryland)
Maryland
$217K – – –
BAM
1086
Brave Asset Management
New Jersey
$216K +$228K +3,896 New
CNBT
1087
Canandaigua National Bank & Trust
New York
$216K -$127K -2,177 -36%
X
1088
Xponance
Pennsylvania
$216K +$30.4K +519 +15%
DT
1089
Diversified Trust
Tennessee
$215K -$3.28K -56 -1%
BCP
1090
Berkeley Capital Partners
Georgia
$214K +$226K +3,864 New
DOA
1091
D'Orazio & Associates
Virginia
$214K -$79.2K -1,353 -26%
CG
1092
Curat Global
New Hampshire
$213K – – –
IIA
1093
IPG Investment Advisors
California
$212K +$224K +3,826 New
4WM
1094
44 Wealth Management
Oregon
$212K -$43.4K -742 -16%
MPM
1095
Meritage Portfolio Management
Kansas
$212K -$8.71M -148,831 -97%
PIA
1096
Perennial Investment Advisors
California
$211K -$43.7K -746 -16%
FCP
1097
Fidelis Capital Partners
Florida
$210K -$58.9K -1,006 -21%
CAG
1098
Crestwood Advisors Group
Massachusetts
$209K -$47K -803 -18%
BBW
1099
Blue Barn Wealth
Utah
$208K -$64.1K -1,095 -23%
CWP
1100
Cyndeo Wealth Partners
Florida
$208K +$5.15K +88 +2%
42 43
44
45 46