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SPDR Gold Trust
GLD

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
2651
Center for Financial Planning
Michigan
$311K -$36.7K -82 -10%
SL
2652
Salomon & Ludwin
Virginia
$310K +$33.6K +75 +12%
SA
2653
Sonoma Allocations
California
$309K -$4.03K -9 -1%
CIM
2654
Confluence Investment Management
Missouri
$309K -$26K -58 -7%
CIG
2655
Cascade Investment Group
Colorado
$309K +$322K +718 New
NL
2656
NorthAvenue LLC
Ohio
$309K – – –
JRPIM
2657
Journey Retirement Planning & Investment Management
Idaho
$308K -$655K -1,463 -67%
SHIM
2658
Stone House Investment Management
Pennsylvania
$308K +$22.4K +50 +8%
CT
2659
Clearstead Trust
Maine
$307K +$40.3K +90 +14%
AFA
2660
American Financial Advisors
Georgia
$307K +$320K +714 New
CIA
2661
Cladis Investment Advisory
Montana
$306K – – –
OFS
2662
Opus Financial Solutions
Illinois
$306K -$90.9K -203 -22%
SWP
2663
Semus Wealth Partners
Florida
$305K +$9.4K +21 +3%
TIA
2664
Traphagen Investment Advisors
New Jersey
$304K +$317K +707 New
WA
2665
Wealth Architects
California
$303K -$21.5K -48 -6%
RMC
2666
Resources Management Corp
Connecticut
$303K +$89.6K +200 +40%
DPI
2667
Diversified Portfolios Inc
Michigan
$303K -$10.7K -24 -3%
RFA
2668
Register Financial Advisors
Georgia
$303K – – –
II
2669
Impact Investors
California
$302K -$8.51K -19 -3%
HWM
2670
Heirloom Wealth Management
Colorado
$302K +$314K +701 New
AWA
2671
Alaska Wealth Advisors
Alaska
$301K – – –
OPOWM
2672
One Plus One Wealth Management
Florida
$301K – – –
SCG
2673
Sonata Capital Group
Washington
$301K – – –
ICM
2674
Ionic Capital Management
New York
$301K +$313K +700 New
IFA
2675
Interactive Financial Advisors
Illinois
$300K -$13K -29 -4%
105 106
107
108 109