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SPDR Gold Trust
GLD

Name Holding Trade Value Shares
Change 		Change in
Stake
GB
1676
Goepper Burkhardt
South Carolina
$307K – – –
USB
1677
Union Savings Bank
Connecticut
$307K – – –
FIM
1678
Fernwood Investment Management
Massachusetts
$307K – – –
ADL
1679
Asset Dedication LLC
California
$307K +$50K +231 +19%
JE
1680
JMAC Enterprises
Pennsylvania
$307K -$64.9K -300 -17%
MCM
1681
Mengis Capital Management
Oregon
$306K -$9.73K -45 -3%
HFS
1682
Hantz Financial Services
Michigan
$306K -$3.68K -17 -1%
JGIA
1683
Jackson Grant Investment Advisers
Connecticut
$306K – – –
WWP
1684
Walden Wealth Partners
Ohio
$306K – – –
SFSG
1685
Sound Financial Strategies Group
Mississippi
$305K +$50K +231 +19%
SA
1686
Stewardship Advisors
Pennsylvania
$305K -$110K -510 -26%
HI
1687
Human Investing
Oregon
$302K – – –
CPW
1688
Cove Private Wealth
New York
$302K – – –
RBFC
1689
Roman Butler Fullerton & Co
Missouri
$301K +$297K +1,373 New
TJHA
1690
Thomas J. Herzfeld Advisors
Florida
$301K – – –
GWAG
1691
Garrett Wealth Advisory Group
Texas
$299K +$301K +1,391 New
SW
1692
StrongBox Wealth
Missouri
$299K -$4.76K -22 -2%
CC
1693
Copperleaf Capital
North Carolina
$298K – – –
OFP
1694
OLIO Financial Planning
Virginia
$297K – – –
EIA
1695
Eldridge Investment Advisors
New Hampshire
$296K – – –
JWM
1696
Jessup Wealth Management
Ohio
$295K +$297K +1,373 New
RA
1697
Rockingstone Advisors
Massachusetts
$295K +$297K +1,373 New
LCG
1698
Lynx Capital Group
Ohio
$295K -$6.27K -29 -2%
BFWA
1699
Benchmark Financial Wealth Advisors
Florida
$294K +$11.5K +53 +4%
GL
1700
Graypoint LLC
New York
$294K +$296K +1,369 New
66 67
68
69 70