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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
1126
Parkside Financial Bank & Trust
Missouri
$258K +$73.7K +1,467 +39%
CAC
1127
Certified Advisory Corp
Florida
$258K +$19.7K +393 +8%
CCWM
1128
Cassaday & Co Wealth Management
Virginia
$257K -$26.2K -521 -9%
IAG
1129
Investment Advisory Group
Massachusetts
$257K – – –
IWS
1130
Integrity Wealth Solutions
Colorado
$256K +$260K +5,167 New
MFC
1131
Mechanics Financial Corp
Ohio
$252K – – –
BBA
1132
BLB&B Advisors
Pennsylvania
$252K +$255K +5,080 New
FMTC
1133
Farmers & Merchants Trust Company
California
$251K +$32.7K +650 +15%
SA
1134
Sincerus Advisory
New York
$250K +$254K +5,058 New
HWA
1135
HHM Wealth Advisors
Tennessee
$248K – – –
BFG
1136
Berger Financial Group
Minnesota
$248K +$251K +5,003 New
WBC
1137
West Branch Capital
Massachusetts
$248K – – –
DI
1138
DAGCO Inc
Ohio
$244K +$247K +4,925 New
SIM
1139
Seaview Investment Managers
Florida
$243K +$246K +4,905 New
LSWP
1140
Liberty Square Wealth Partners
Pennsylvania
$242K +$223K +4,436 New
CCA
1141
Carrera Capital Advisors
Michigan
$242K – – –
AIM
1142
Advyzon Investment Management
Illinois
$241K +$245K +4,873 New
PIAS
1143
PCA Investment Advisory Services
Ohio
$241K +$15.3K +305 +7%
DFG
1144
Delta Financial Group
New Jersey
$239K +$243K +4,829 New
WSWA
1145
Warren Street Wealth Advisors
California
$239K -$6.28K -125 -3%
WEG
1146
World Equity Group
Illinois
$238K +$242K +4,812 New
IAIM
1147
International Assets Investment Management
Florida
$238K +$1.86K +37 +0.8%
WHG
1148
Westwood Holdings Group
Texas
$237K – – –
PCA
1149
Pallas Capital Advisors
Massachusetts
$237K +$2.51K +50 +1%
JBW
1150
Journey Beyond Wealth
Georgia
$236K +$239K +4,759 New
44 45
46
47 48