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Newmont
NEM

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1326
Visionary Wealth Advisors
Illinois
$327K -$24.8K -215 -7%
TCWM
1327
Total Clarity Wealth Management
Illinois
$327K +$22.5K +195 +7%
BMWS
1328
Brady Martz Wealth Solutions
North Dakota
$326K +$57.3K +497 +20%
TCIIS
1329
TIAA-CREF Individual & Institutional Services
New York
$326K +$347K +3,009 New
CNC
1330
Canandaigua National Corp
New York
$325K +$346K +3,000 New
AFGAS
1331
Allegiance Financial Group Advisory Services
Virginia
$324K +$21.4K +186 +7%
FFP
1332
FourThought Financial Partners
Florida
$324K +$12.1K +105 +4%
MO
1333
McMillan Office
Michigan
$323K – – –
VWM
1334
Venturi Wealth Management
Texas
$323K +$55K +477 +19%
BMCM
1335
Bryn Mawr Capital Management
Pennsylvania
$322K +$112K +974 +49%
LW
1336
Linscomb Wealth
Texas
$322K +$343K +2,975 New
MWM
1337
Maridea Wealth Management
New York
$322K +$343K +2,974 New
BWM
1338
BlackDiamond Wealth Management
New York
$321K +$27.9K +242 +9%
ACM
1339
Alessandra Capital Management
California
$320K -$52.5K -455 -13%
NCM
1340
Nelson Capital Management
California
$319K – – –
SFC
1341
Strategic Financial Concepts
Texas
$316K +$598K +5,186 New
SWM
1342
Sagace Wealth Management
Florida
$315K +$336K +2,912 New
DDC
1343
DF Dent & Co
Maryland
$315K +$335K +2,908 New
GIM
1344
Generali Investments Management
Slovenia
$314K – – –
CWP
1345
CFM Wealth Partners
Texas
$314K -$69.2K -600 -17%
CLA
1346
Carnegie Lake Advisors
New Jersey
$312K -$11.4K -99 -3%
OAM
1347
Oberweis Asset Management
Illinois
$311K +$231 +2 +0.1%
WWM
1348
WT Wealth Management
Arizona
$311K -$22.4K -194 -6%
WANY
1349
Wealthspire Advisors (New York)
New York
$309K -$618K -5,362 -65%
CAAS
1350
Capital Asset Advisory Services
Michigan
$306K -$4.38K -38 -1%
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