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iShares Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
626
Smith Salley Wealth Management
North Carolina
$342K -$6.22K -180 -2%
BMA
627
Brooks Moore & Associates
Tennessee
$342K – – –
HCIA
628
Hochman Cole Investment Advisors
Illinois
$342K – – –
JWM
629
JGP Wealth Management
Oregon
$337K – – –
SIC
630
Schwartz Investment Counsel
Michigan
$336K -$35 -1 -0%
PWA
631
Phoenix Wealth Advisors
North Carolina
$336K +$24.2K +700 +8%
CIA
632
Compass Ion Advisors
Pennsylvania
$335K -$415 -12 -0.1%
BSSFA
633
Baron Silver Stevens Financial Advisors
Florida
$334K -$14.3K -413 -4%
NEIRG
634
New England Investment & Retirement Group
Massachusetts
$332K +$14.3K +413 +4%
OIA
635
OneDigital Investment Advisors
Kansas
$327K +$84K +2,431 +33%
QPWM
636
Quadrant Private Wealth Management
Pennsylvania
$321K -$35 -1 -0%
LPT
637
Legacy Private Trust
Wisconsin
$321K +$13.8K +399 +4%
AWM
638
Aberdeen Wealth Management
Illinois
$318K -$180K -5,201 -36%
MCCP
639
Mission Creek Capital Partners
California
$316K – – –
FTC
640
Farmers Trust Company
Ohio
$314K -$69 -2 -0%
CA
641
CGN Advisors
Kansas
$314K +$2.83K +82 +0.9%
BJL
642
Brighton Jones LLC
Washington
$314K +$322K +9,308 New
BBHC
643
Brown Brothers Harriman & Co
New York
$312K +$4.29K +124 +1%
AssetMark Inc
644
AssetMark Inc
California
$311K -$1.38K -40 -0.4%
SVWAG
645
Sound View Wealth Advisors Group
Georgia
$311K – – –
AA
646
Auxano Advisors
Washington
$309K +$13.1K +379 +4%
CSIC
647
Clifford Swan Investment Counsel
California
$308K – – –
CL
648
Choreo LLC
Illinois
$308K +$5.98K +173 +2%
FPB
649
First PREMIER Bank
South Dakota
$306K +$238K +6,882 +315%
FCH
650
Freestone Capital Holdings
Washington
$305K +$6.01K +174 +2%