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NVO

Novo Nordisk
NVO

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1101
Westmount Partners
California
$213K +$206K +2,344 New
LSA
1102
Lion Street Advisors
Texas
$213K +$206K +2,344 New
HW
1103
Hamilton Wealth
California
$212K +$205K +2,326 New
BCG
1104
Breakwater Capital Group
New Jersey
$211K +$190K +2,155 New
PFSC
1105
Peoples Financial Services Corp
Pennsylvania
$210K +$186K +2,112 +1,056%
CWS
1106
Confluence Wealth Services
Pennsylvania
$210K +$203K +2,308 New
JSW
1107
Journey Strategic Wealth
New Jersey
$210K +$203K +2,306 New
PO
1108
Private Ocean
California
$209K – – –
SF
1109
Summit Financial
New Jersey
$209K -$17.9K -203 -8%
PA
1110
Parkside Advisors
California
$209K +$202K +2,294 New
VWA
1111
Visionary Wealth Advisors
Illinois
$209K +$202K +2,294 New
BWP
1112
Balboa Wealth Partners
Arizona
$209K +$202K +2,293 New
AAP
1113
Arax Advisory Partners
Colorado
$208K +$13.5K +153 +7%
CIAS
1114
Capital Investment Advisory Services
North Carolina
$208K -$120K -1,361 -37%
ABC
1115
Associated Banc-Corp
Wisconsin
$207K +$201K +2,280 New
APP
1116
Avantax Planning Partners
Iowa
$207K +$201K +2,278 New
IF
1117
IRON Financial
Illinois
$207K +$200K +2,276 New
ACI
1118
Alpha Cubed Investments
California
$205K +$199K +2,254 New
PCA
1119
Prosperity Capital Advisors
Ohio
$204K +$198K +2,246 New
BAM
1120
Belpointe Asset Management
Nevada
$203K -$109K -1,234 -36%
BFWA
1121
Benchmark Financial Wealth Advisors
Florida
$203K +$197K +2,231 New
OCM
1122
One Capital Management
California
$203K +$196K +2,230 New
MFA
1123
Mayflower Financial Advisors
Massachusetts
$202K +$196K +2,226 New
CAAS
1124
Capital Asset Advisory Services
Michigan
$202K +$180K +2,047 New
CS
1125
Cannell & Spears
New York
$202K +$196K +2,220 New
43 44
45
46 47