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Newmont
NEM

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
1201
Whittier Trust
California
$256K +$55.6K +797 +37%
WB
1202
WesBanco Bank
West Virginia
$256K +$211K +3,032 New
GIM
1203
Generali Investments Management
Slovenia
$255K -$373K -5,346 -64%
AWA
1204
Alta Wealth Advisors
Massachusetts
$255K +$211K +3,027 New
EFS
1205
Essex Financial Services
Connecticut
$255K +$211K +3,024 New
OL
1206
one8zero8 LLC
North Carolina
$253K +$209K +3,000 New
RQS
1207
Ramsey Quantitative Systems
Kentucky
$253K +$209K +3,000 New
KPWM
1208
KDK Private Wealth Management
Texas
$252K +$209K +2,991 New
BT
1209
Banque Transatlantique
France
$251K – – –
SIM
1210
Sentry Investment Management
Wisconsin
$251K -$60.5K -868 -23%
CLA
1211
Carnegie Lake Advisors
New Jersey
$251K +$208K +2,977 New
CWM
1212
Cornerstone Wealth Management
Missouri
$251K +$207K +2,973 New
PPW
1213
Parcion Private Wealth
Washington
$251K +$207K +2,973 New
GIA
1214
Gladstone Institutional Advisory
Florida
$247K +$204K +2,928 New
AWA
1215
Arete Wealth Advisors
Illinois
$246K +$204K +2,928 New
KFS
1216
Kaizen Financial Strategies
California
$245K -$34.8K -499 -14%
AWM
1217
Aprio Wealth Management
Georgia
$245K +$202K +2,903 New
LWM
1218
Liberty Wealth Management
California
$244K +$201K +2,889 New
MYIA
1219
Mount Yale Investment Advisors
Colorado
$242K -$217K -3,116 -52%
MMPW
1220
Mitchell McLeod Pugh & Williams
Alabama
$242K +$213K +3,048 New
RA
1221
Riversedge Advisors
Delaware
$241K +$199K +2,853 New
FWM
1222
Forza Wealth Management
Florida
$236K +$195K +2,797 New
PAW
1223
Plan A Wealth
Nebraska
$234K +$193K +2,773 New
PWS
1224
Peterson Wealth Services
Utah
$231K +$506K +7,249 +199%
AIM
1225
Advyzon Investment Management
Illinois
$231K +$191K +2,739 New
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