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NVO

Novo Nordisk
NVO

Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
1351
M3 Advisory Group
Massachusetts
$300K +$37K +311 +15%
ORG
1352
Optimist Retirement Group
Washington
$300K +$9.88K +83 +4%
FA
1353
Fermata Advisors
California
$300K +$278K +2,334 New
AR
1354
Advisory Research
Illinois
$297K -$827K -6,948 -75%
CA
1355
Centerpoint Advisors
Massachusetts
$296K +$238K +2,000 +656%
IAP
1356
Indie Asset Partners
Indiana
$296K – – –
DLCIG
1357
D.L. Carlson Investment Group
New Hampshire
$296K +$37.9K +318 +16%
PO
1358
Private Ocean
California
$295K – – –
OCM
1359
One Capital Management
California
$293K +$17.9K +150 +7%
IF
1360
IRON Financial
Illinois
$293K +$1.55K +13 +0.6%
ABC
1361
Associated Banc-Corp
Wisconsin
$293K – – –
PSCM
1362
Per Stirling Capital Management
Texas
$293K +$38.2K +321 +16%
NWA
1363
New World Advisors
Massachusetts
$290K -$2.38K -20 -0.9%
SB
1364
Strategic Blueprint
Georgia
$288K +$36K +302 +16%
SFP
1365
Sandbox Financial Partners
Maryland
$287K +$266K +2,235 New
THWM
1366
Taylor Hoffman Wealth Management
Virginia
$286K -$43.4K -365 -14%
CCG
1367
Ceeto Capital Group
Florida
$285K – – –
FI
1368
Financial Insights
Washington
$284K – – –
BP
1369
BBR Partners
New York
$283K – – –
MWM
1370
Merriman Wealth Management
Washington
$282K +$22.5K +189 +9%
PFM
1371
Peak Financial Management
Massachusetts
$281K +$261K +2,192 New
DP
1372
Divergent Planning
Maryland
$281K +$262K +2,205 New
AP
1373
Appleton Partners
Massachusetts
$281K – – –
NJIM
1374
Nabity-Jensen Investment Management
Nebraska
$280K – – –
CPA
1375
Capital Planning Advisors
California
$279K +$259K +2,172 New
53 54
55
56 57