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Newmont
NEM

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
526
Plante Moran Financial Advisors
Michigan
$3K +$3.3K +141 New
RWM
527
Raffa Wealth Management
District of Columbia
$2.17K – – –
MIM
528
Macroview Investment Management
Maryland
$2K -$70 -3 -3%
AIM
529
Advantage Investment Management
Iowa
$2K – – –
FPFS
530
First Personal Financial Services
North Carolina
$2K – – –
TCOV
531
Trust Company of Vermont
Vermont
$2K – – –
WTC
532
WhitTier Trust Company
Nevada
$2K – – –
JIC
533
Joel Isaacson & Co
New York
$2K +$1.05K +45 +136%
GAM
534
Gemmer Asset Management
California
$2K +$1.24K +53 +104%
BWFA
535
Baltimore-Washington Financial Advisors
Maryland
$2K +$2.34K +100 New
NMIS
536
Northwestern Mutual Investment Services
Wisconsin
$2K +$2.34K +100 New
BKA
537
Brick & Kyle Associates
Pennsylvania
$1K – – –
NHFG
538
New Harbor Financial Group
Massachusetts
$1K – – –
PCTC
539
Perkins Coie Trust Company
Washington
$1K – – –
TFA
540
Transamerica Financial Advisors
Florida
$1K – – –
TFO
541
Tarbox Family Office
California
$1K +$1.22K +52 New
GWM
542
Gupta Wealth Management
California
$1K +$1.45K +62 New
MPWT
543
MassMutual Private Wealth & Trust
Connecticut
$412 -$4.23K -181 -91%
JHC
544
JFB Holdings Corp
Georgia
– -$34.7M -1,834,927 Closed
WCMNY
545
Westchester Capital Management (New York)
New York
– -$25.6M -1,354,142 Closed
JG
546
Jefferies Group
New York
– -$12.9M -681,846 Closed
LCS
547
Levin Capital Strategies
New York
– -$10.4M -551,415 Closed
AF
548
Ally Financial
Michigan
– -$8.41M -445,000 Closed
RCIM
549
Russell Clark Investment Management
United Kingdom
– -$6.05M -320,000 Closed
LC
550
Loews Corp
New York
– -$6.7M -286,600 Closed
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