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Newmont
NEM

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1751
Atlantic Private Wealth
North Carolina
$934 – – –
PIS
1752
POM Investment Strategies
North Carolina
$934 – – –
BIM
1753
Breakwater Investment Management
Washington
$748 – – –
PMFA
1754
Plante Moran Financial Advisors
Michigan
$747 +$871 +8 New
HHGA
1755
Halbert Hargrove Global Advisors
California
$704 +$871 +8 New
LAS
1756
Lloyd Advisory Services
Georgia
$690 +$763 +7 New
IPS
1757
Investors Portfolio Services
Washington
$560 -$436 -4 -40%
MB
1758
MidFirst Bank
Oklahoma
$560 – – –
DRS
1759
Deane Retirement Strategies
Louisiana
$374 -$3.49K -32 -89%
GI
1760
GS Investments
Minnesota
$374 – – –
MCA
1761
Maryland Capital Advisors
Maryland
$374 +$436 +4 New
MWM
1762
Mosley Wealth Management
California
$374 +$436 +4 New
Q1WB
1763
Quest 10 Wealth Builders
Virginia
$374 +$436 +4 New
TCA
1764
Trifecta Capital Advisors
Illinois
$281 -$545 -5 -63%
3FI
1765
3 Factor Indexing
California
$281 – – –
T
1766
Tidemark
California
$280 -$109 -1 -25%
GFA
1767
Godfrey Financial Associates
New York
$280 – – –
GPFA
1768
Game Plan Financial Advisors
Ohio
$280 +$327 +3 New
HI
1769
Hoey Investments
Pennsylvania
$187 – – –
HIA
1770
Highland Investment Advisors
Florida
$187 +$218 +2 New
RJA
1771
Ross\Johnson & Associates
Minnesota
$187 +$218 +2 New
SFG
1772
Strive Financial Group
Indiana
$187 +$218 +2 New
FLP
1773
Financial Life Planners
Arizona
$63 – – –
DWM
1774
Darwin Wealth Management
Florida
$54 – – –
NCM
1775
Nearwater Capital Markets
Ireland
– -$76M -702,000 Closed
69 70
71
72 73