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B

Barrick Mining
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Name Holding Trade Value Shares
Change 		Change in
Stake
EPIM
651
Evelyn Partners Investment Management
$440K -$6.23K -166 -2%
BAM
652
Brave Asset Management
New Jersey
$436K – – –
SAM
653
Smartleaf Asset Management
Massachusetts
$433K +$261K +6,959 +247%
PE
654
PCM Encore
Colorado
$430K +$371K +9,876 New
TC
655
TwinBeech Capital
New York
$427K -$126K -3,369 -26%
SF
656
Symphony Financial
Texas
$426K -$98.4K -2,624 -21%
BBHC
657
Brown Brothers Harriman & Co
New York
$425K +$36.9K +984 +11%
JRPIM
658
Journey Retirement Planning & Investment Management
Idaho
$423K +$365K +9,720 New
EP
659
Edgestream Partners
New Jersey
$419K +$361K +9,611 New
CCM
660
Coldstream Capital Management
Washington
$418K +$85.1K +2,269 +31%
CPA
661
Capital Performance Advisors
California
$415K +$1.91K +51 +0.5%
BAM
662
Byrne Asset Management
New Jersey
$414K +$356K +9,495 New
NAS
663
NWF Advisory Services
California
$411K -$2.85K -76 -0.8%
PPWM
664
PFG Private Wealth Management
Florida
$409K +$352K +9,386 New
SWM
665
Shrier Wealth Management
California
$405K +$349K +9,302 New
FZCM
666
Flynn Zito Capital Management
New York
$403K +$863 +23 +0.2%
EWA
667
EP Wealth Advisors
California
$401K +$345K +9,206 New
LI
668
Louisbourg Investments
New Brunswick, Canada
$401K -$38.3K -1,020 -10%
SWMP
669
Signature Wealth Management Partners
New Jersey
$401K – – –
SG
670
StoneX Group
New York
$397K -$223K -5,941 -40%
AWM
671
Avior Wealth Management
Nebraska
$397K +$3.49K +93 +1%
CFD
672
Creative Financial Designs
Indiana
$397K – – –
VC
673
Veracity Capital
Georgia
$396K +$341K +9,099 New
HWMO
674
Heritage Wealth Management (Ohio)
Ohio
$394K – – –
LMFP
675
Larry Mathis Financial Planning
Arizona
$393K +$339K +9,030 New
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