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SPDR Gold MiniShares Trust

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
201
Brown Financial Advisors
Ohio
$1.38M +$1.39M +30,044 New
LWL
202
Leo Wealth LLC
Texas
$1.37M +$11.8K +255 +0.9%
SAM
203
Stansberry Asset Management
Texas
$1.35M +$355K +7,659 +35%
VAS
204
Valicenti Advisory Services
New York
$1.33M -$42.2K -910 -3%
JMFC
205
J.M. Forbes & Co
Massachusetts
$1.32M
RBA
206
Richard Bernstein Advisors
New York
$1.32M -$116K -2,499 -8%
T
207
Tidemark
California
$1.29M -$10.9K -235 -0.8%
LEFP
208
Leading Edge Financial Planning
Tennessee
$1.26M +$83.5K +1,802 +7%
FNWA
209
Financial Network Wealth Advisors
Utah
$1.25M +$362K +7,814 +40%
TAM
210
Tocqueville Asset Management
New York
$1.2M -$18.3K -395 -1%
MFS
211
Mattson Financial Services
Michigan
$1.2M +$1.21M +26,029 New
BMWM
212
Brown Miller Wealth Management
Virginia
$1.18M -$53.1K -1,145 -4%
WTC
213
WhitTier Trust Company
Nevada
$1.18M
NAM
214
Nissay Asset Management
Japan
$1.12M +$1.13M +24,282 New
FFM
215
Fullerton Fund Management
Singapore
$1.1M +$1.11M +23,942 New
SL
216
SWMG LLC
Texas
$1.1M -$90.5K -1,954 -8%
RVM
217
Robinson Value Management
Texas
$1.06M +$46K +993 +5%
NEPWA
218
New England Private Wealth Advisors
Massachusetts
$1.05M +$1.06M +22,863 New
MOS
219
MGO One Seven
Ohio
$1.02M +$1.03M +22,170 New
HWA
220
Heritage Wealth Advisors
Virginia
$1.02M
RCM
221
Requisite Capital Management
Texas
$989K -$780K -16,826 -44%
CAM
222
Carret Asset Management
New York
$983K -$109K -2,342 -10%
CIBC Private Wealth Group
223
CIBC Private Wealth Group
Georgia
$980K -$22.7K -490 -2%
TCMP
224
Thrive Capital Management (Pennsylvania)
Pennsylvania
$965K +$376K +8,107 +63%
Prudential Financial
225
Prudential Financial
New Jersey
$935K +$368K +7,944 +64%