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SPDR Gold Trust
GLD

Name Holding Trade Value Shares
Change 		Change in
Stake
BIAS
1901
Beacon Investment Advisory Services
New Jersey
$654K -$133K -320 -15%
WCM
1902
Windsor Capital Management
Arizona
$653K – – –
PFG
1903
Prosperity Financial Group
California
$649K -$82.9K -200 -10%
OWM
1904
OneAscent Wealth Management
Alabama
$648K +$41.4K +100 +6%
PWA
1905
Physician Wealth Advisors
Utah
$648K +$164K +397 +29%
DFC
1906
DBK Financial Counsel
Ohio
$647K -$457K -1,103 -39%
BF
1907
BOK Financial
Oklahoma
$647K -$5.43M -13,111 -88%
PIMG
1908
Patriot Investment Management Group
Tennessee
$645K -$101K -243 -12%
HI
1909
Human Investing
Oregon
$644K – – –
MWM
1910
Mascagni Wealth Management
Mississippi
$644K -$55.1K -133 -7%
TWP
1911
Tempus Wealth Planning
California
$643K -$9.94K -24 -1%
DSC
1912
Duncker Streett & Co
Missouri
$643K – – –
RFW
1913
Redwood Family Wealth
Texas
$642K +$101K +244 +16%
VWA
1914
VSM Wealth Advisory
Maryland
$642K – – –
SWMP
1915
Signature Wealth Management Partners
New Jersey
$641K +$325K +785 +82%
CWG
1916
Cornerstone Wealth Group
North Carolina
$640K -$106K -256 -13%
HSG
1917
Helen Stephens Group
Texas
$640K – – –
AA
1918
Auxano Advisors
Washington
$639K -$255K -616 -26%
HHGA
1919
Halbert Hargrove Global Advisors
California
$638K +$618K +1,491 +616%
LAM
1920
Lotus Asset Management
Tennessee
$638K +$717K +1,731 New
MAS
1921
Madden Advisory Services
Florida
$637K -$2.49K -6 -0.3%
FFG
1922
Fortress Financial Group
Minnesota
$636K – – –
TCBWMS
1923
Texas Capital Bank Wealth Management Services
Texas
$635K – – –
WN
1924
Williams & Novak
California
$635K – – –
AIM
1925
Alhambra Investment Management
Florida
$634K +$2.07K +5 +0.3%
75 76
77
78 79