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Newmont
NEM

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
851
Planned Solutions
California
$88K +$80.1K +1,300 +769%
EP
852
Eudaimonia Partners
Tennessee
$84K -$2.77K -45 -3%
FHA
853
First Horizon Advisors
Tennessee
$83K +$4.81K +78 +6%
SWP
854
ShoreHaven Wealth Partners
New Jersey
$83K +$85.6K +1,389 New
MSFP
855
Mark Sheptoff Financial Planning
Connecticut
$80K +$52.4K +850 +177%
ECM
856
Estabrook Capital Management
New York
$78.9K -$3.08K -50 -4%
MA
857
Montag & Associates
Georgia
$78K +$80.1K +1,300 New
BWM
858
Baystate Wealth Management
Massachusetts
$75K – – –
CAM
859
Close Asset Management
United Kingdom
$72K – – –
DOA
860
D'Orazio & Associates
Virginia
$72K +$73.9K +1,199 New
CQS
861
Credential Qtrade Securities
$68.6K +$123 +2 +0.2%
HNB
862
Huntington National Bank
Ohio
$66K -$72K -1,169 -52%
PFBT
863
Parkside Financial Bank & Trust
Missouri
$62K +$1.17K +19 +2%
AIM
864
Arcadia Investment Management
Michigan
$60K -$49.3K -800 -44%
CI
865
CX Institutional
Indiana
$59K +$21.9K +356 +57%
RPWA
866
Regent Peak Wealth Advisors
Georgia
$55K +$56.2K +912 New
TFO
867
Tarbox Family Office
California
$54K – – –
FCH
868
Freestone Capital Holdings
Washington
$53.7K – – –
RMC
869
Resources Management Corp
Connecticut
$53K – – –
EFSCE
870
Enterprise Financial Services Corp (EFSC)
Missouri
$50K -$2.46K -40 -5%
GAM
871
Gemmer Asset Management
California
$49K -$123 -2 -0.2%
CAM
872
CenterStar Asset Management
Illinois
$49K – – –
NSIM
873
North Star Investment Management
Illinois
$49K – – –
FA
874
Financial Advantage
Maryland
$48K – – –
LB
875
Legacy Bridge
Iowa
$48K – – –
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36 37