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NVO

Novo Nordisk
NVO

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1101
Asio Capital
Kentucky
$719K – – –
MG
1102
Mather Group
Illinois
$718K +$205K +1,546 +38%
WCA
1103
Westover Capital Advisors
Delaware
$718K – – –
MJP
1104
Michael J. Puzo
$714K -$13.3K -100 -2%
JWM
1105
JPL Wealth Management
Colorado
$710K -$3.71K -28 -0.6%
PPA
1106
Painted Porch Advisors
California
$709K -$13.3K -100 -2%
CSPIA
1107
Cary Street Partners Investment Advisory
Virginia
$704K +$38.3K +289 +6%
OPWM
1108
Oakwell Private Wealth Management
Texas
$704K +$156K +1,180 +31%
PNC
1109
Park National Corp
Ohio
$702K +$64.5K +487 +11%
AWM
1110
Aprio Wealth Management
Georgia
$702K +$71K +536 +12%
TPCW
1111
TD Private Client Wealth
New York
$702K -$297K -2,240 -31%
CAM
1112
Concorde Asset Management
Michigan
$702K +$47.2K +356 +8%
AWM
1113
Avitas Wealth Management
California
$699K -$36.7K -277 -5%
CS
1114
Cannell & Spears
New York
$698K +$86.3K +651 +15%
MA
1115
MJP Associates
Connecticut
$694K +$52.7K +398 +9%
EL
1116
Essex LLC
Illinois
$694K +$23.5K +177 +4%
OPA
1117
Old Port Advisors
Maine
$694K +$89.7K +677 +16%
TCM
1118
Tradewinds Capital Management
Washington
$694K -$25.8K -195 -4%
TNA
1119
True North Advisors
Texas
$693K -$35.1K -265 -5%
SF
1120
Summit Financial
New Jersey
$692K +$132K +996 +26%
CBT
1121
CoreFirst Bank & Trust
Kansas
$689K – – –
BAM
1122
Byrne Asset Management
New Jersey
$688K -$641K -4,837 Closed
OC
1123
Opinicus Capital
Florida
$687K -$795 -6 -0.1%
SAM
1124
Sawgrass Asset Management
Florida
$687K +$237K +1,788 +59%
DLA
1125
Douglas Lane & Associates
New York
$686K +$8.35K +63 +1%
43 44
45
46 47