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SPDR Gold MiniShares Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
176
Choate Investment Advisors
Massachusetts
$944K
WTC
177
WhitTier Trust Company
Nevada
$935K
LEFP
178
Leading Edge Financial Planning
Tennessee
$913K +$81.5K +2,132 +9%
BMWM
179
Brown Miller Wealth Management
Virginia
$904K +$299K +7,823 +46%
CAM
180
Carret Asset Management
New York
$868K -$21.9K -572 -2%
KCM
181
Kendall Capital Management
Maryland
$841K +$30.3K +792 +4%
SPIA
182
Steward Partners Investment Advisory
New York
$824K +$154K +4,019 +22%
CIBC Private Wealth Group
183
CIBC Private Wealth Group
Georgia
$822K +$2.56K +67 +0.3%
LAS
184
Lloyd Advisory Services
Georgia
$818K +$853K +22,316 New
NG
185
Norden Group
Utah
$818K +$853K +22,316 New
RVM
186
Robinson Value Management
Texas
$811K +$14.2K +372 +2%
BA
187
Bridgewater Advisors
New York
$791K
AWA
188
Acorn Wealth Advisors
Michigan
$751K -$61K -1,597 -7%
DI
189
Diligent Investors
California
$751K -$13.4K -350 -2%
SAM
190
Stansberry Asset Management
Texas
$744K +$227K +5,933 +41%
TIM
191
Total Investment Management
Arizona
$729K -$2.68K -70 -0.4%
RCM
192
Requisite Capital Management
Texas
$725K +$1.46M +38,287 New
CT
193
Caldwell Trust
Florida
$701K +$187K +4,885 +34%
SIG
194
Sargent Investment Group
Maryland
$700K
CA
195
Continuum Advisory
Idaho
$698K -$56.5K -1,477 -7%
AWMS
196
Advocacy Wealth Management Services
Georgia
$640K +$668K +17,465 New
BOSSRA
197
B.O.S.S. Retirement Advisors
Utah
$627K +$24.3K +635 +4%
LG
198
LAM Group
Oregon
$606K +$225K +5,880 +55%
IF
199
Intrua Financial
Texas
$589K -$392K -10,263 -39%
FPAS
200
Focus Partners Advisor Solutions
Missouri
$578K +$603K +15,773 New