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Newmont

Name Holding Trade Value Shares
Change
Change in
Stake
TDB
1301
Thompson David Blair
$274K +$248K +2,741 New
GWMR
1302
GC Wealth Management RIA
Massachusetts
$273K -$1.1M -12,208 -82%
JFA
1303
JNBA Financial Advisors
Minnesota
$273K +$2.8K +31 +1%
PWS
1304
Peterson Wealth Services
Utah
$272K -$738K -8,168 -75%
TYCC
1305
Texas Yale Capital Corp
Florida
$271K +$11.3K +125 +5%
SF
1306
Symphony Financial
Texas
$268K +$242K +2,682 New
CPA
1307
Capital Planning Advisors
California
$268K +$4.88K +54 +2%
EC
1308
EntryPoint Capital
New York
$267K +$241K +2,671 New
NHC
1309
Nicholas Hoffman & Company
Georgia
$266K – – –
ACI
1310
Alpha Cubed Investments
California
$265K – – –
AFG
1311
Altiora Financial Group
Ohio
$264K – – –
OL
1312
one8zero8 LLC
North Carolina
$262K -$34.3K -380 -13%
AIA
1313
Arrow Investment Advisors
Maryland
$261K -$181K -2,002 -43%
VC
1314
Vicus Capital
Pennsylvania
$261K -$157K -1,739 -40%
PWM
1315
Palumbo Wealth Management
New York
$261K +$236K +2,612 New
SSA
1316
Sierra Summit Advisors
Nevada
$260K – – –
MWPCG
1317
Measured Wealth Private Client Group
New Hampshire
$259K +$1.99K +22 +0.9%
CBA
1318
Coastal Bridge Advisors
Connecticut
$259K +$2.98K +33 +1%
AIIMS
1319
Analyst IMS Investment Management Services
Israel
$258K +$233K +2,582 New
PWA
1320
Pitcairn Wealth Advisors
Pennsylvania
$257K +$233K +2,576 New
BMC
1321
Benin Management Corp
Connecticut
$257K – – –
BIA
1322
Barry Investment Advisors
Massachusetts
$254K -$9.4K -104 -4%
BP
1323
BBR Partners
New York
$254K -$83.3K -922 -27%
CWMK
1324
Caliber Wealth Management (Kansas)
Kansas
$254K -$6.78K -75 -3%
SRWM
1325
Shira Ridge Wealth Management
California
$253K +$229K +2,537 New