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Newmont
NEM

Name Holding Trade Value Shares
Change 		Change in
Stake
LMFP
1101
Larry Mathis Financial Planning
Arizona
$604K -$13.4K -116 -2%
FIA
1102
Foundations Investment Advisors
Arizona
$603K +$175K +1,522 +38%
MAM
1103
MMA Asset Management
Pennsylvania
$601K -$50.1K -435 -7%
CTC
1104
Central Trust Company
Missouri
$600K +$180K +1,565 +39%
ILI
1105
Invesco LLC (Illinois)
Illinois
$598K -$12.6K -109 -2%
MSFS
1106
Main Street Financial Solutions
Pennsylvania
$598K -$67.7K -587 -10%
HIA
1107
Harbor Investment Advisory
Maryland
$598K +$445K +3,863 +232%
WAM
1108
Westport Asset Management
Connecticut
$596K – – –
ICM
1109
Ionic Capital Management
New York
$595K +$634K +5,500 New
MMA
1110
Miracle Mile Advisors
California
$595K +$43.2K +375 +7%
NWAG
1111
Net Worth Advisory Group
Utah
$594K -$102K -885 -14%
FMLI
1112
Fukoku Mutual Life Insurance
Japan
$588K +$8.41K +73 +1%
RGC
1113
Roberts, Glore & Co
Illinois
$588K -$108K -940 -15%
BFS
1114
Bradley Foster & Sargent
Connecticut
$585K +$623K +5,408 New
CFP
1115
Catalyst Financial Partners
Massachusetts
$580K +$48.3K +419 +8%
MGIA
1116
Moneta Group Investment Advisors
Missouri
$580K +$35.4K +307 +6%
IAS
1117
Insigneo Advisory Services
Florida
$579K +$692 +6 +0.1%
HCM
1118
Heathbridge Capital Management
Ontario, Canada
$579K -$173K -1,500 -22%
PCS
1119
Personal CFO Solutions
New Jersey
$577K -$123K -1,066 -17%
SOAMC
1120
Spirit of America Management Corp
New York
$574K +$92.2K +800 +18%
MWA
1121
MFA Wealth Advisors
Pennsylvania
$573K +$226K +1,960 +59%
AFAS
1122
Acorn Financial Advisory Services
Virginia
$573K +$610K +5,293 New
SW
1123
SVB Wealth
Massachusetts
$570K -$53.5K -464 -8%
CWM
1124
Cornerstone Wealth Management
Missouri
$570K +$255K +2,213 +73%
SC
1125
Sapient Capital
Indiana
$566K -$368K -3,190 -38%
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