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Newmont
NEM

Name Holding Trade Value Shares
Change 		Change in
Stake
OPOWM
1151
One Plus One Wealth Management
Florida
$402K – – –
RPGK
1152
Retirement Planning Group (Kansas)
Kansas
$401K +$13.1K +120 +3%
PWMG
1153
Pinnacle Wealth Management Group
Michigan
$401K -$6.1K -56 -1%
BT
1154
Banque Transatlantique
France
$399K -$806K -7,400 -64%
HBT
1155
Heartland Bank & Trust
Illinois
$399K -$6.97K -64 -1%
WANY
1156
Wealthspire Advisors (New York)
New York
$398K +$153K +1,402 +49%
VVP
1157
Venture Visionary Partners
Ohio
$394K +$545 +5 +0.1%
FWI
1158
Facet Wealth Inc
Maryland
$394K -$82.7K -759 -15%
SWM
1159
Stapp Wealth Management
Washington
$393K – – –
EFS
1160
Essex Financial Services
Connecticut
$392K +$3.7K +34 +0.8%
4WM
1161
49 Wealth Management
Texas
$392K +$457K +4,192 New
A
1162
Alongside
Texas
$392K +$457K +4,192 New
UAML
1163
US Asset Management LLC
Pennsylvania
$391K +$4.03K +37 +0.9%
PIA
1164
Perennial Investment Advisors
California
$390K -$216K -1,983 -32%
PI
1165
Pettee Investors
Connecticut
$388K – – –
BRPW
1166
Ballast Rock Private Wealth
South Carolina
$385K -$5.23K -48 -1%
GC
1167
Grimes & Company
Massachusetts
$384K +$6.86K +63 +2%
TPA
1168
Trivium Point Advisory
Connecticut
$384K +$448K +4,112 New
T
1169
TOBAM
France
$383K -$267K -2,448 -37%
BCA
1170
Bay Colony Advisors
Massachusetts
$381K +$445K +4,084 New
WLPWM
1171
Walled Lake Planning & Wealth Management
Illinois
$381K +$327 +3 +0.1%
RA
1172
Riversedge Advisors
Delaware
$381K +$14.7K +135 +3%
SFG
1173
SevenBridge Financial Group
Pennsylvania
$379K -$15.3K -140 -4%
SP
1174
Stonebrook Private
Michigan
$378K +$14.4K +132 +3%
VCM
1175
Versant Capital Management
Arizona
$378K +$15.3K +140 +4%
45 46
47
48 49