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SPDR Gold Trust
GLD

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
801
Partnervest Advisory Services
California
$315K +$10.6K +86 +4%
ZIC
802
ZWJ Investment Counsel
Georgia
$314K -$13.6K -110 -4%
DHFB
803
Dixon Hubard Feinour & Brown
Virginia
$314K – – –
WAG
804
Winthrop Advisory Group
Massachusetts
$311K +$25K +202 +9%
EWA
805
Exencial Wealth Advisors
Oklahoma
$310K – – –
LF
806
Lee Financial
Texas
$310K – – –
ST
807
Sentinel Trust
Texas
$308K – – –
BO
808
BRR OpCo
Ohio
$308K +$3.71K +30 +1%
TFS
809
TrustCore Financial Services
Tennessee
$306K -$24.7K -200 -8%
CCG
810
Chatham Capital Group
Georgia
$306K – – –
MFG
811
Magnus Financial Group
New York
$306K – – –
SHWM
812
Smith & Howard Wealth Management
Georgia
$305K – – –
PMG
813
ProVise Management Group
Florida
$304K -$1.3M -10,535 -82%
AIM
814
Advantage Investment Management
Iowa
$304K -$17.4K -141 -6%
BHWM
815
Bay Harbor Wealth Management
Maryland
$302K +$258K +2,088 +1,154%
BFPW
816
BOK Financial Private Wealth
Colorado
$300K – – –
SC
817
Stratford Consulting
Texas
$300K +$46.3K +375 +20%
B
818
Bailard
California
$298K -$22.9M -185,076 -99%
SFG
819
SNS Financial Group
Minnesota
$298K -$3.71K -30 -1%
TCM
820
Tradewinds Capital Management
Washington
$298K – – –
PAS
821
Park Avenue Securities
New York
$298K +$58.5K +473 +27%
AAM
822
Aureus Asset Management
Massachusetts
$293K – – –
SHA
823
Seneca House Advisors
Virginia
$292K – – –
RA
824
RFG Advisory
Alabama
$292K +$11.2K +91 +4%
FFA
825
First Foundation Advisors
California
$291K +$24.7K +200 +10%
31 32
33
34 35