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Newmont
NEM

Name Holding Trade Value Shares
Change 		Change in
Stake
TSW
1001
Three Seasons Wealth
Utah
$682K +$617K +6,831 New
EI
1002
EFG International
$679K +$615K +6,802 New
WF
1003
Welch & Forbes
Massachusetts
$678K – – –
SFWA
1004
Summit Financial Wealth Advisors
Louisiana
$678K +$18.4K +204 +3%
PAA
1005
Peregrine Asset Advisers
Oregon
$671K – – –
EP
1006
Essential Partners
California
$671K +$381K +4,222 +169%
WA
1007
WESPAC Advisors
California
$670K +$607K +6,714 New
BFIM
1008
Beese Fulmer Investment Management
Ohio
$670K +$606K +6,706 New
OPTFSNA
1009
Old Point Trust & Financial Services N A
Virginia
$669K – – –
AAA
1010
American Alpha Advisors
New York
$666K +$105K +1,157 +21%
WWC
1011
Waypoint Wealth Counsel
Georgia
$652K +$39.3K +435 +7%
DTL
1012
Dynamic Technology Lab
Singapore
$651K -$86.6K -958 -13%
CPW
1013
Crestmont Private Wealth
Texas
$649K – – –
ST
1014
Somerset Trust
Pennsylvania
$646K +$29.5K +326 +5%
SC
1015
Searle & Co
Connecticut
$642K – – –
PCS
1016
Personal CFO Solutions
New Jersey
$638K -$96.3K -1,066 -14%
ALAM
1017
Asahi Life Asset Management
Japan
$638K -$7.68K -85 -1%
CCT
1018
Capital City Trust
Florida
$636K +$124K +1,373 +27%
RGC
1019
Roberts, Glore & Co
Illinois
$636K -$126K -1,400 -18%
NWAG
1020
Net Worth Advisory Group
Utah
$636K -$66.8K -739 -10%
WAP
1021
Wealthcare Advisory Partners
Pennsylvania
$634K +$156K +1,726 +37%
JSW
1022
Journey Strategic Wealth
New Jersey
$633K +$80K +885 +16%
EGA
1023
E&G Advisors
Texas
$632K -$15.4K -170 -3%
EL
1024
EWA LLC
Pennsylvania
$629K +$80.8K +894 +17%
FAL
1025
Focused Alpha LLC
Colorado
$626K +$566K +6,265 New
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