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NVO

Novo Nordisk
NVO

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1201
Private Client Services
Kentucky
$539K +$5.57K +42 +1%
WFS
1202
WealthGarden F.S.
California
$531K +$493K +3,723 New
EFP
1203
Elser Financial Planning
Indiana
$530K +$492K +3,714 New
ERIM
1204
Eagle Ridge Investment Management
Connecticut
$530K – – –
FFS
1205
Founders Financial Securities
Maryland
$529K +$267K +2,017 +119%
FA
1206
Fermata Advisors
California
$527K +$180K +1,361 +58%
GLA
1207
Great Lakes Advisors
Illinois
$526K +$6.89K +52 +1%
CCM
1208
Colorado Capital Management
Colorado
$523K – – –
APP
1209
Avantax Planning Partners
Iowa
$522K +$167K +1,261 +53%
TSW
1210
Three Seasons Wealth
Utah
$522K +$484K +3,654 New
AFP
1211
Ausdal Financial Partners
Iowa
$520K +$30.5K +230 +7%
TAM
1212
Titleist Asset Management
Texas
$520K -$16.6K -125 -3%
AAP
1213
Arax Advisory Partners
Colorado
$519K -$20.9K -158 -4%
PMG
1214
ProVise Management Group
Florida
$518K +$1.19K +9 +0.2%
CCG
1215
Catalina Capital Group
California
$518K +$2.52K +19 +0.5%
WWM
1216
Western Wealth Management
Colorado
$518K +$94.3K +712 +24%
AFM
1217
Abbot Financial Management
Massachusetts
$515K +$478K +3,609 New
HPM
1218
Hoxton Planning & Management
West Virginia
$514K -$1.85K -14 -0.4%
GSEP
1219
Golden State Equity Partners
California
$511K +$474K +3,577 New
DP
1220
Dearborn Partners
Illinois
$510K +$26.5K +200 +6%
VWA
1221
Visionary Wealth Advisors
Illinois
$509K +$45.3K +342 +11%
SN
1222
Sittner & Nelson
Oregon
$508K -$199K -1,498 -30%
NIM
1223
Northeast Investment Management
Massachusetts
$508K – – –
CCA
1224
Cobblestone Capital Advisors
New York
$508K – – –
RA
1225
Riversedge Advisors
Delaware
$508K +$50.8K +383 +12%
47 48
49
50 51