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Newmont
NEM

Name Holding Trade Value Shares
Change 		Change in
Stake
MIP
701
Marietta Investment Partners
Wisconsin
$372K – – –
NC
702
NovaPoint Capital
Georgia
$360K +$371K +6,019 New
APG
703
Abacus Planning Group
South Carolina
$357K +$32.1K +521 +10%
SWP
704
Stratos Wealth Partners
Ohio
$356K +$81.7K +1,326 +29%
SW
705
SVB Wealth
Massachusetts
$355K +$51.2K +831 +16%
IFO
706
Independent Family Office
New York
$354K – – –
BAM
707
Brave Asset Management
New Jersey
$353K – – –
CS
708
Comerica Securities
Michigan
$348K -$118K -1,913 -25%
CFB
709
Cullen/Frost Bankers
Texas
$347K -$2.96K -48 -0.8%
CYG
710
Clean Yield Group
Vermont
$347K +$243K +3,950 +214%
EWM
711
Elite Wealth Management
Washington
$346K +$42.4K +688 +14%
BCM
712
BTR Capital Management
California
$344K +$3.08K +50 +0.9%
ST
713
Smithfield Trust
Pennsylvania
$341K +$33.3K +541 +10%
CT
714
Coastline Trust
Rhode Island
$340K -$49.3K -800 -12%
BA
715
Bluesphere Advisors
Pennsylvania
$339K +$349K +5,662 New
CAG
716
Csenge Advisory Group
Florida
$337K +$18.2K +295 +6%
FMLI
717
Fukoku Mutual Life Insurance
Japan
$335K -$431K -7,000 -56%
JSC
718
Jackson Square Capital
California
$332K +$12.6K +205 +4%
SCA
719
Snowden Capital Advisors
New York
$331K +$341K +5,532 New
IB
720
Intrust Bank
Kansas
$331K -$81.9K -1,329 -19%
WAM
721
Westport Asset Management
Connecticut
$330K – – –
RIA
722
Regal Investment Advisors
Michigan
$330K +$340K +5,514 New
PAS
723
Park Avenue Securities
New York
$329K +$56.6K +918 +20%
RHBC
724
R.H. Bluestein & Co
Michigan
$326K -$68M -1,102,755 -100%
GCM
725
Gables Capital Management
Florida
$323K – – –
27 28
29
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