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Newmont
NEM

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1326
Howard Financial Services
Texas
$252K +$12.2K +135 +6%
TC
1327
TownSquare Capital
Utah
$252K +$9.22K +102 +4%
BMWS
1328
Brady Martz Wealth Solutions
North Dakota
$251K +$228K +2,518 New
VWM
1329
Venturi Wealth Management
Texas
$250K +$226K +2,503 New
CI
1330
Cherokee Insurance
Michigan
$250K – – –
DOA
1331
D'Orazio & Associates
Virginia
$249K +$225K +2,491 New
TSMHT
1332
Thurston Springer Miller Herd & Titak
Indiana
$248K +$196K +2,168 +678%
NG
1333
Novem Group
New York
$248K +$7.95K +88 +4%
TCP
1334
TMB Capital Partners
Arkansas
$246K +$223K +2,467 New
FG
1335
Foster Group
Iowa
$245K +$222K +2,455 New
EAM
1336
Evanson Asset Management
California
$244K -$72.3K -800 -25%
TPA
1337
Trivium Point Advisory
Connecticut
$244K -$1.18K -13 -0.5%
SSC
1338
Syverson Strege & Co
Iowa
$244K +$221K +2,442 New
VH
1339
Visionary Horizons
Tennessee
$244K -$679K -7,515 -75%
WLPWM
1340
Walled Lake Planning & Wealth Management
Illinois
$244K +$220K +2,440 New
WP
1341
WealthPLAN Partners
Nebraska
$243K -$14.5K -161 -6%
CWG
1342
Cornerstone Wealth Group
North Carolina
$243K +$220K +2,434 New
KFP
1343
KMG Fiduciary Partners
Ohio
$243K +$542 +6 +0.2%
NWA
1344
New World Advisors
Massachusetts
$243K +$220K +2,433 New
FWP
1345
Flatrock Wealth Partners
California
$241K +$218K +2,413 New
UAS
1346
United Asset Strategies
New York
$240K -$89.7K -993 -29%
LDB
1347
Lee, Danner & Bass
Tennessee
$239K -$1.72K -19 -0.8%
TCM
1348
Tandem Capital Management
New Jersey
$239K – – –
DWP
1349
Daymark Wealth Partners
Ohio
$238K +$215K +2,383 New
HSA
1350
HBK Sorce Advisory
Pennsylvania
$238K -$65.6K -726 -26%
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