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SPDR Gold MiniShares Trust

Name Holding Trade Value Shares
Change
Change in
Stake
MWAM
701
Manhattan West Asset Management
California
$262K – – –
RWM
702
Refined Wealth Management
Utah
$262K – – –
IWA
703
Invera Wealth Advisors
Oregon
$261K +$252K +3,061 New
MOS
704
MGO One Seven
Ohio
$260K +$251K +3,048 New
CWM
705
Cahaba Wealth Management
Georgia
$259K – – –
NWMG
706
National Wealth Management Group
Ohio
$258K +$249K +3,027 New
BAM
707
Berkshire Asset Management
Pennsylvania
$258K – – –
CA
708
Centennial Advisors
Texas
$255K +$246K +2,992 New
JRPIM
709
Journey Retirement Planning & Investment Management
Idaho
$255K +$246K +2,991 New
IPW
710
Impact Partnership Wealth
Georgia
$255K +$23.8K +289 +11%
HWA
711
HCR Wealth Advisors
California
$253K – – –
EP
712
Essential Partners
California
$251K -$173K -2,100 -42%
LSIA
713
LaSalle St. Investment Advisors
Illinois
$251K +$17.4K +212 +8%
BLFG
714
Brian Low Financial Group
Louisiana
$251K +$241K +2,937 New
Envestnet Portfolio Solutions
715
Envestnet Portfolio Solutions
Illinois
$250K -$38.3K -466 -14%
SW
716
SteelPeak Wealth
California
$249K – – –
FWM
717
Foguth Wealth Management
Michigan
$248K +$238K +2,895 New
RCM
718
Richardson Capital Management
Wisconsin
$248K +$239K +2,905 New
AAS
719
Asset Allocation Strategies
Michigan
$248K +$239K +2,904 New
LWP
720
LFG Wealth Partners
Kentucky
$247K +$238K +2,896 New
WCM
721
WealthBridge Capital Management
Ohio
$246K +$237K +2,887 New
AWM
722
Angeles Wealth Management
California
$246K +$237K +2,881 New
RA
723
Rodgers & Associates
Pennsylvania
$245K -$17.7K -215 -7%
CSF
724
Capital Squared Financial
Maryland
$245K -$6.16K -75 -3%
EAM
725
Empirical Asset Management
Massachusetts
$245K -$53.9K -656 -19%