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SPDR Gold MiniShares Trust

Name Holding Trade Value Shares
Change
Change in
Stake
PCH
226
PGIM Custom Harvest
New Jersey
$701K +$38.7K +943 +6%
KWM
227
Kingsview Wealth Management
Oregon
$697K -$5.38K -131 -0.8%
Brown Advisory
228
Brown Advisory
Maryland
$690K
CT
229
Caldwell Trust
Florida
$671K -$172K -4,187 -22%
ACM
230
Advisors Capital Management
New Jersey
$664K +$302K +7,358 +95%
CTC
231
Central Trust Company
Missouri
$650K -$7.44K -181 -1%
FAM
232
Formidable Asset Management
Ohio
$644K -$87.3K -2,124 -13%
PFA
233
Pathway Financial Advisors
Vermont
$635K
CWS
234
Confluence Wealth Services
Pennsylvania
$625K +$583K +14,188 New
DAS
235
Diversify Advisory Services
Utah
$617K +$569K +13,851 New
MMPW
236
Mitchell McLeod Pugh & Williams
Alabama
$603K +$63.7K +1,551 +13%
DC
237
Destiny Capital
Colorado
$600K +$3.21K +78 +0.6%
NL
238
NWAM LLC
Washington
$596K -$4.64K -113 -0.9%
JP Morgan Chase
239
JP Morgan Chase
New York
$590K -$5.63M -137,030 -91%
PSCM
240
Per Stirling Capital Management
Texas
$572K +$257K +6,247 +93%
VA
241
Valmark Advisers
Ohio
$571K +$67.3K +1,638 +14%
M
242
MYeCFO
California
$569K +$134K +3,250 +34%
TCMP
243
Thrive Capital Management (Pennsylvania)
Pennsylvania
$565K +$527K +12,822 New
BOM
244
Bank of Marin
California
$562K
Northwestern Mutual Wealth Management
245
Northwestern Mutual Wealth Management
Wisconsin
$553K -$10.7K -260 -2%
AI
246
Auour Investments
Massachusetts
$544K +$8.92K +217 +2%
Prudential Financial
247
Prudential Financial
New Jersey
$543K +$137K +3,330 +37%
AP
248
Adero Partners
California
$529K
WSTAM
249
Wilbanks Smith & Thomas Asset Management
Virginia
$526K
WC
250
Weil Company
California
$526K