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SPDR Gold MiniShares Trust

Name Holding Trade Value Shares
Change
Change in
Stake
O3W
501
Omni 360 Wealth
New Jersey
$490K +$73.8K +1,077 +20%
OA
502
Oceanside Advisors
South Carolina
$488K -$7.13K -104 -2%
FPAS
503
Focus Partners Advisor Solutions
Missouri
$486K -$47.2K -689 -10%
SPAS
504
Spectrum Planning & Advisory Services
California
$481K +$10.7K +156 +3%
WC
505
Weil Company
California
$478K
FWWM
506
Fiscal Wisdom Wealth Management
Connecticut
$474K +$400K +5,839 New
FCA
507
Fortis Capital Advisors
Kansas
$472K +$423K +6,178 New
OPWM
508
Oregon Pacific Wealth Management
Oregon
$470K +$170K +2,475 +67%
RCM
509
Requisite Capital Management
Texas
$469K
AIP
510
Almanack Investment Partners
Pennsylvania
$469K -$3.84K -56 -0.9%
FWIA
511
Fort Washington Investment Advisors
Ohio
$468K +$419K +6,120 New
BOSSRA
512
B.O.S.S. Retirement Advisors
Utah
$467K +$419K +6,115 New
SVWAG
513
Sound View Wealth Advisors Group
Georgia
$467K
RBFC
514
Roman Butler Fullerton & Co
Missouri
$465K +$408K +5,955 New
EWA
515
Etesian Wealth Advisors
Oregon
$457K -$71.6K -1,045 -15%
CCFM
516
Clear Creek Financial Management
Washington
$456K
AIM
517
Anchor Investment Management
South Carolina
$455K
RWA
518
Redhawk Wealth Advisors
Minnesota
$452K +$4.8K +70 +1%
ISFAN
519
Investor's Fiduciary Advisor Network
Washington
$450K +$132K +1,930 +49%
HIMC
520
Heritage Investors Management Corp
Maryland
$440K
PWM
521
Perigon Wealth Management
California
$439K -$140K -2,044 -26%
IAS
522
Insigneo Advisory Services
Florida
$434K +$125K +1,828 +48%
ML
523
McAdam LLC
Pennsylvania
$427K +$5K +73 +1%
CFA
524
Capstone Financial Advisors
Illinois
$418K +$32.6K +475 +10%
SWP
525
ShoreHaven Wealth Partners
New Jersey
$417K