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NVO

Novo Nordisk
NVO

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1226
FMB Wealth Management
California
$245K – – –
MIM
1227
Moseley Investment Management
Florida
$244K +$233K +2,360 New
LSA
1228
Lion Street Advisors
Texas
$244K +$1.48K +15 +0.6%
APP
1229
Avantax Planning Partners
Iowa
$244K +$7.91K +80 +4%
WP
1230
Westmount Partners
California
$242K – – –
PFS
1231
Prospect Financial Services
New York
$242K +$232K +2,342 New
VCM
1232
Virtue Capital Management
Tennessee
$242K +$226K +2,288 New
DLCIG
1233
D.L. Carlson Investment Group
New Hampshire
$242K +$196K +1,984 New
AA
1234
Addison Advisors
Vermont
$241K +$25.2K +255 +12%
APG
1235
Abacus Planning Group
South Carolina
$241K -$16.6K -168 -7%
SVWAG
1236
Sound View Wealth Advisors Group
Georgia
$239K -$9.39K -95 -4%
IAP
1237
Indie Asset Partners
Indiana
$238K -$31.6K -320 -12%
BW
1238
BIP Wealth
Georgia
$238K -$14.8K -150 -6%
PO
1239
Private Ocean
California
$238K – – –
MFA
1240
Mayflower Financial Advisors
Massachusetts
$238K +$6.92K +70 +3%
GFP
1241
Gryphon Financial Partners
Ohio
$237K +$227K +2,294 New
ABC
1242
Associated Banc-Corp
Wisconsin
$236K – – –
NWA
1243
New World Advisors
Massachusetts
$236K +$225K +2,277 New
UL
1244
Unionview LLC
Washington
$235K -$20.3K -205 -8%
CG
1245
CFO4Life Group
Texas
$235K -$8.51K -86 -4%
IF
1246
IRON Financial
Illinois
$235K -$593 -6 -0.3%
SP
1247
Stonebrook Private
Michigan
$235K +$224K +2,269 New
KWM
1248
Kingsview Wealth Management
Oregon
$234K -$37.4K -378 -14%
BAM
1249
Belpointe Asset Management
Nevada
$234K +$3.17K +32 +1%
ORG
1250
Optimist Retirement Group
Washington
$233K +$223K +2,252 New
48 49
50
51 52