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NMAX

Newsmax Inc
NMAX

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
201
Capital Analysts LLC
Pennsylvania
$1K +$502 +70 New
CFFP
202
Center for Financial Planning
Michigan
$994 – – –
HIW
203
Holos Integrated Wealth
Pennsylvania
$874 – – –
LI
204
LRI Investments
Florida
$828 – – –
NL
205
NVWM LLC
Pennsylvania
$828 – – –
TBFA
206
Three Bearings Fiduciary Advisors
New Hampshire
$828 – – –
TC
207
Truvestments Capital
Florida
$828 – – –
CT
208
Caldwell Trust
Florida
$828 +$717 +100 New
LAS
209
Lloyd Advisory Services
Georgia
$828 +$717 +100 New
PFG
210
Premier Financial Group
California
$828 +$717 +100 New
MFP
211
Meramec Financial Planners
Missouri
$773 – – –
FAM
212
Fulcrum Asset Management
United Kingdom
$731 +$674 +94 New
PFBT
213
Parkside Financial Bank & Trust
Missouri
$621 – – –
SIC
214
SJS Investment Consulting
Ohio
$613 +$481 +67 +957%
SS
215
SBI Securities
Japan
$596 +$93 +13 +22%
MWM
216
Mosley Wealth Management
California
$497 – – –
IPS
217
Investors Portfolio Services
Washington
$431 – – –
HHCP
218
Hilton Head Capital Partners
South Carolina
$414 – – –
TC
219
Trust Company
Kansas
$414 – – –
MBFW
220
Morton Brown Family Wealth
Pennsylvania
$331 – – –
SIM
221
Synergy Investment Management
Florida
$331 – – –
VWM
222
Vermillion Wealth Management
Minnesota
$298 – – –
MPWT
223
MassMutual Private Wealth & Trust
Connecticut
$248 – – –
GSWM
224
Golden State Wealth Management
California
$240 – – –
AIM
225
Axiom Investment Management
New York
$207 +$179 +25 New
7 8
9
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