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SPDR Gold MiniShares Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CPW
251
Catalyst Private Wealth
California
$261K
WWM
252
Windsor Wealth Management
Indiana
$260K -$2.33K -61 -0.9%
SWP
253
ShoreHaven Wealth Partners
New Jersey
$260K -$15.5K -405 -5%
Truist Financial
254
Truist Financial
North Carolina
$259K +$270K +7,056 New
MA
255
MONECO Advisors
Connecticut
$257K +$267K +6,997 New
TA
256
Trellis Advisors
Washington
$247K +$258K +6,744 New
AI
257
AXS Investments
New York
$240K +$251K +6,560 New
AWS
258
Atria Wealth Solutions
New York
$240K -$2.26M -59,234 -90%
SVWAG
259
Sound View Wealth Advisors Group
Georgia
$227K +$3.4K +89 +1%
LF
260
Lee Financial
Texas
$227K
ML
261
McAdam LLC
Pennsylvania
$225K
IWC
262
Integrated Wealth Concepts
Massachusetts
$224K +$23.6K +618 +11%
MFWP
263
Mosaic Family Wealth Partners
Missouri
$221K -$5.81K -152 -2%
VanEck Associates
264
VanEck Associates
New York
$220K
AIM
265
Anchor Investment Management
South Carolina
$219K
ETC
266
Exchange Traded Concepts
Oklahoma
$213K +$223K +5,821 New
BAM
267
Belpointe Asset Management
Nevada
$213K +$222K +5,812 New
WTA
268
Washington Trust Advisors
Massachusetts
$209K
AWA
269
Authentikos Wealth Advisory
California
$208K -$15.9K -416 -7%
HIMC
270
Heritage Investors Management Corp
Maryland
$208K
WMS
271
Wealth Management Solutions
Pennsylvania
$207K -$94.7K -2,478 -31%
CA
272
CGN Advisors
Kansas
$204K -$37.5K -980 -15%
NRG
273
Nemes Rush Group
Michigan
$194K +$49.4K +1,292 +32%
SWM
274
Spire Wealth Management
Virginia
$188K +$726 +19 +0.4%
PTC
275
Private Trust Company
Ohio
$179K -$18.8K -491 -9%