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NVO

Novo Nordisk
NVO

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1501
Sigma Investment Counselors
Michigan
$275K -$6.1K -46 -2%
PPWM
1502
PFG Private Wealth Management
Florida
$275K +$8.88K +67 +4%
BC
1503
Burney Company
Virginia
$274K +$3.98K +30 +2%
ADL
1504
Asset Dedication LLC
California
$273K – – –
SB
1505
Strategic Blueprint
Georgia
$273K -$44K -332 -15%
SF
1506
Symphony Financial
Texas
$273K +$1.46K +11 +0.6%
PFS
1507
Prospect Financial Services
New York
$271K -$60K -453 -19%
OAS
1508
Optivise Advisory Services
Tennessee
$271K +$252K +1,898 New
GPA
1509
Guerra Pan Advisors
New Jersey
$271K +$34.6K +261 +16%
HIA
1510
Harbor Investment Advisory
Maryland
$270K +$4.77K +36 +2%
ZIC
1511
ZWJ Investment Counsel
Georgia
$270K – – –
CB
1512
Cadence Bank
Mississippi
$270K -$89.6K -676 -26%
CFO
1513
CVA Family Office
Colorado
$269K +$13.3K +100 +6%
GFA
1514
Gallagher Fiduciary Advisors
Illinois
$268K +$21.5K +162 +9%
AWM
1515
Atticus Wealth Management
Florida
$268K -$1.59K -12 -0.6%
HVIA
1516
Hudson Valley Investment Advisors
New York
$267K +$333K +2,514 New
BFG
1517
Beacon Financial Group
Texas
$266K +$4.24K +32 +2%
OWM
1518
Opes Wealth Management
California
$266K +$26.8K +202 +12%
DA
1519
Dash Acquisitions
California
$266K -$3.98K -30 -2%
FHC
1520
Fort Henry Capital
West Virginia
$265K – – –
IMA
1521
Investment Management Associates
Colorado
$265K – – –
FFA
1522
Frazier Financial Advisors
Ohio
$265K +$15.6K +118 +7%
SHGA
1523
Sand Hill Global Advisors
California
$265K +$246K +1,855 New
HWA
1524
Heritage Wealth Advisors
Virginia
$264K – – –
LOIM
1525
Liberty One Investment Management
Illinois
$264K +$107K +805 +77%
59 60
61
62 63