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Newmont
NEM

Name Holding Trade Value Shares
Change 		Change in
Stake
I
1076
InceptionR
California
$517K -$1.09M -10,034 -64%
JWM
1077
Jeppson Wealth Management
California
$517K +$132K +1,216 +28%
ILI
1078
Invesco LLC (Illinois)
Illinois
$516K – – –
OC
1079
Opal Capital
Florida
$515K -$140K -1,288 -19%
WAM
1080
Westport Asset Management
Connecticut
$514K – – –
CIA
1081
Cladis Investment Advisory
Montana
$514K -$10.9K -100 -2%
MSFS
1082
Main Street Financial Solutions
Pennsylvania
$513K -$3.05K -28 -0.5%
HWMO
1083
Heritage Wealth Management (Ohio)
Ohio
$509K +$594K +5,450 New
BFIM
1084
Beese Fulmer Investment Management
Ohio
$507K -$210K -1,926 -26%
CW
1085
CreativeOne Wealth
Kansas
$505K -$77.6K -712 -12%
HCM
1086
Heathbridge Capital Management
Ontario, Canada
$500K – – –
PCS
1087
Personal CFO Solutions
New Jersey
$499K +$1.52K +14 +0.3%
CWS
1088
Confluence Wealth Services
Pennsylvania
$498K +$87.6K +804 +18%
AIM
1089
Aigen Investment Management
New York
$496K +$579K +5,312 New
RGC
1090
Roberts, Glore & Co
Illinois
$496K -$13.1K -120 -2%
CCC
1091
Chesapeake Capital Corp
Florida
$491K +$130K +1,197 +29%
CFP
1092
Catalyst Financial Partners
Massachusetts
$491K -$11.3K -104 -2%
FMLI
1093
Fukoku Mutual Life Insurance
Japan
$491K -$19.6K -180 -3%
BBL
1094
Beck Bode LLC
Massachusetts
$490K +$572K +5,251 New
QFW
1095
QTR Family Wealth
Florida
$488K -$22.9K -210 -4%
SAM
1096
Sagewood Asset Management
New York
$488K -$139K -1,274 -20%
KWM
1097
Kingsview Wealth Management
Oregon
$486K +$321K +2,948 +130%
TCOT
1098
Trust Company of Toledo
Ohio
$485K -$545 -5 -0.1%
BOH
1099
Bank of Hawaii
Hawaii
$483K -$226K -2,078 -29%
CWM
1100
Cornerstone Wealth Management
Missouri
$483K -$10.3K -95 -2%
42 43
44
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