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SPDR Gold MiniShares Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
376
Capital Analysts LLC
Pennsylvania
$742K +$272K +4,782 +66%
AWM
377
Axxcess Wealth Management
California
$735K +$121K +2,134 +22%
GLA
378
Good Life Advisors
Pennsylvania
$728K +$668K +11,763 New
SPC
379
Sigma Planning Corp
Michigan
$722K +$57.3K +1,008 +9%
IA
380
IFG Advisors
Missouri
$719K +$148K +2,613 +29%
CA
381
Clearstead Advisors
Ohio
$700K -$102K -1,797 -14%
MSWA
382
Marshall & Sterling Wealth Advisors
New York
$699K +$35.1K +618 +6%
CJ
383
Caitlin John
Michigan
$697K +$572K +10,068 +843%
Betterment LLC
384
Betterment LLC
New York
$697K -$13.2K -233 -2%
AWE
385
Avidian Wealth Enterprises
Texas
$692K +$323K +5,684 +103%
SSWM
386
Sheets Smith Wealth Management
North Carolina
$676K +$620K +10,921 New
SMA
387
Sage Mountain Advisors
Georgia
$670K – – –
PFGIA
388
Patriot Financial Group Insurance Agency
Massachusetts
$663K +$302K +5,313 +99%
DAS
389
Diversify Advisory Services
Utah
$661K +$13.3K +235 +2%
CFD
390
Creative Financial Designs
Indiana
$655K +$119K +2,094 +25%
SFG
391
Sovereign Financial Group
Connecticut
$643K +$17.4K +306 +3%
SB
392
Strategic Blueprint
Georgia
$637K +$268K +4,714 +84%
MCA
393
MSH Capital Advisors
Arizona
$634K -$101K -1,771 -15%
TWP
394
Tempus Wealth Planning
California
$633K +$581K +10,223 New
ACI
395
Alpha Cubed Investments
California
$631K +$579K +10,201 New
JSL
396
JT Stratford LLC
Georgia
$631K -$5.68K -100 -1%
Envestnet Portfolio Solutions
397
Envestnet Portfolio Solutions
Illinois
$620K +$52.2K +919 +10%
CWA
398
Clearview Wealth Advisors
Oregon
$592K +$543K +9,561 New
4A
399
4Wealth Advisors
Illinois
$588K -$42.6K -750 -7%
ITIM
400
Indiana Trust & Investment Management
Indiana
$588K – – –