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Newmont
NEM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
601
Capital Asset Advisory Services
Michigan
$667K +$20.5K +532 +3%
LF
602
Lee Financial
Texas
$665K – – –
IUHSA
603
Itau Unibanco Holding S.A.
Brazil
$661K +$58.8K +1,524 +11%
EH
604
Equitable Holdings
New York
$656K -$62.3K -1,613 -9%
CWM
605
Cadence Wealth Management
Massachusetts
$648K +$94.9K +2,459 +19%
ILI
606
Invesco LLC (Illinois)
Illinois
$646K -$70K -1,814 -10%
ECM
607
Everence Capital Management
Indiana
$637K – – –
ACM
608
Aubrey Capital Management
United Kingdom
$636K +$588K +15,238 New
CAM
609
Close Asset Management
United Kingdom
$635K +$237K +6,150 +67%
HAM
610
Hedges Asset Management
Nevada
$631K – – –
UCI
611
Uncommon Cents Investing
Wisconsin
$628K +$93K +2,410 +19%
MFIM
612
Mesirow Financial Investment Management
Illinois
$628K +$586K +15,169 New
IC
613
IEQ Capital
California
$620K +$51.8K +1,341 +10%
SLI
614
Sumitomo Life Insurance
Japan
$620K -$4.09K -106 -0.7%
AA
615
Ancora Advisors
Ohio
$615K -$11.5K -297 -2%
IAIM
616
International Assets Investment Management
Florida
$612K -$180K -4,674 -24%
B
617
Bailard
California
$611K +$570K +14,755 New
PPP
618
Private Portfolio Partners
New Jersey
$605K +$134K +3,481 +31%
IWA
619
IVC Wealth Advisors
Pennsylvania
$604K +$30.4K +788 +6%
AA
620
Aire Advisors
California
$603K -$41.7K -1,079 -7%
GSEP
621
Golden State Equity Partners
California
$603K +$108K +2,807 +24%
WT
622
Whittier Trust
California
$601K -$24.1K -625 -4%
SFA
623
Sequoia Financial Advisors
Ohio
$594K +$554K +14,341 New
WAM
624
Wakefield Asset Management
Colorado
$590K +$10.1K +262 +2%
LSAG
625
Lake Street Advisors Group
New Hampshire
$587K +$547K +14,179 New
23 24
25
26 27