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Newmont
NEM

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1501
Valued Wealth Advisors
Utah
$2.39K – – –
TCA
1502
Trifecta Capital Advisors
Illinois
$2.19K – – –
GAG
1503
Goodman Advisory Group
Massachusetts
$2.11K – – –
ACA
1504
American Capital Advisory
Idaho
$2.02K +$70 +1 +4%
VNA
1505
Valley National Advisers
Pennsylvania
$2K +$767 +11 +52%
CPG
1506
Cornerstone Planning Group
New Jersey
$1.75K -$8.09K -116 -64%
BHWM
1507
Beaird Harris Wealth Management
Texas
$1.6K +$279 +4 +27%
HWA
1508
Heartwood Wealth Advisors
Virginia
$1.6K +$1.32K +19 New
KFI
1509
Key Financial Inc
Pennsylvania
$1.55K +$767 +11 +157%
ECM
1510
Eisler Capital Management
United Kingdom
$1.53K -$279 -4 -18%
FDW
1511
Fourth Dimension Wealth
Ohio
$1.52K – – –
AT
1512
Avalon Trust
New Mexico
$1.52K +$1.25K +18 New
EPW
1513
Evergreen Private Wealth
Colorado
$1.35K +$1.12K +16 New
CAM
1514
Creekmur Asset Management
Illinois
$1.31K +$976 +14 +1,400%
CTWM
1515
Cherry Tree Wealth Management
Minnesota
$1.26K – – –
LWMI
1516
Legacy Wealth Management (Idaho)
Idaho
$1.26K +$1.05K +15 New
SA
1517
Seneschal Advisors
Washington
$1.18K +$976 +14 New
PA
1518
Pineridge Advisors
Missouri
$1.18K – – –
FC
1519
Financial Consulate
Maryland
$1.1K +$907 +13 New
AG
1520
AmeriFlex Group
Nevada
$1.01K +$837 +12 New
DCM
1521
Davis Capital Management
Florida
$843 +$697 +10 New
EWM
1522
Evolution Wealth Management
Florida
$843 +$697 +10 New
DF
1523
DecisionPoint Financial
Arizona
$688 – – –
BIM
1524
Breakwater Investment Management
Washington
$675 +$558 +8 New
SHIM
1525
Stone House Investment Management
Pennsylvania
$674 +$558 +8 New
59 60
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62 63