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SPDR Gold Trust
GLD

Name Holding Trade Value Shares
Change 		Change in
Stake
MHWM
2051
Montz Harcus Wealth Management
Louisiana
$537K +$79.1K +191 +15%
FWP
2052
Falcon Wealth Planning
California
$537K -$140K -337 -19%
CSIA
2053
Carl Stuart Investment Advisor
Texas
$537K -$7.87K -19 -1%
WFAG
2054
Wescott Financial Advisory Group
Pennsylvania
$537K -$87K -210 -13%
BWMG
2055
Barnes Wealth Management Group
California
$536K -$155K -375 -20%
MCM
2056
Mengis Capital Management
Oregon
$536K +$8.29K +20 +1%
BWM
2057
BNC Wealth Management
Oregon
$536K -$72.1K -174 -11%
PCM
2058
Presidio Capital Management
California
$535K +$602K +1,453 New
UAG
2059
United Advisor Group
Ohio
$534K -$498K -1,201 -45%
CPW
2060
Catalyst Private Wealth
California
$534K – – –
VBFP
2061
Valtinson Bruner Financial Planning
Minnesota
$533K +$38.9K +94 +7%
JMBA
2062
J. M. Brown & Associates
Oklahoma
$533K +$599K +1,447 New
BCM
2063
BluePath Capital Management
Georgia
$530K – – –
CPW
2064
Crestmont Private Wealth
Texas
$530K – – –
FSBI
2065
Fearless Solutions (Best Invest)
Texas
$529K -$12.4K -30 -2%
GCA
2066
Genesee Capital Advisors
New York
$528K +$594K +1,434 New
QWM
2067
QP Wealth Management
New Jersey
$528K -$14.1K -34 -2%
BF
2068
Brogan Financial
Tennessee
$527K – – –
BHIA
2069
Birch Hill Investment Advisors
Massachusetts
$527K +$74.6K +180 +14%
USB
2070
Union Savings Bank
Connecticut
$527K – – –
TFA
2071
Teamwork Financial Advisors
Texas
$526K +$53K +128 +10%
PWA
2072
Primoris Wealth Advisors
Florida
$525K -$1.12M -2,695 -65%
RCA
2073
Runnymede Capital Advisors
Ohio
$524K -$9.53K -23 -2%
UB
2074
UMB Bank
Missouri
$522K -$423K -1,021 -42%
JWM
2075
JGP Wealth Management
Oregon
$522K -$30.2K -73 -5%
81 82
83
84 85