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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1376
Tempo Wealth
Ohio
$371K – – –
PSCM
1377
Per Stirling Capital Management
Texas
$371K -$4.73M -55,692 -92%
BWA
1378
BlueChip Wealth Advisors
Georgia
$369K – – –
GPW
1379
Genesis Private Wealth
Virginia
$368K +$36.9K +435 +10%
KJWM
1380
Kiley Juergens Wealth Management
Washington
$364K +$8.32K +98 +2%
DFC
1381
DBK Financial Counsel
Ohio
$364K – – –
OAS
1382
Optivise Advisory Services
Tennessee
$363K -$478K -5,634 -54%
CA
1383
Crumly & Associates
Illinois
$362K – – –
LC
1384
Lavelle Capital
California
$359K – – –
CQWA
1385
Chokshi & Queen Wealth Advisors
California
$357K – – –
APW
1386
Alliance Private Wealth
Massachusetts
$356K – – –
WSWA
1387
Warren Street Wealth Advisors
California
$355K – – –
CWM
1388
Cornerstone Wealth Management
Missouri
$354K +$42.6K +502 +12%
UWS
1389
Unique Wealth Strategies
Illinois
$352K -$2.12K -25 -0.5%
WE
1390
Wealth Effects
Massachusetts
$352K +$396K +4,667 New
TWCA
1391
Two West Capital Advisors
Kansas
$352K +$30.2K +356 +8%
MWC
1392
MKD Wealth Coaches
Michigan
$351K – – –
HBFP
1393
Henderson Brothers Financial Partners
Pennsylvania
$351K -$388K -4,573 -50%
HWA
1394
Hillcrest Wealth Advisors
New Jersey
$351K – – –
AO
1395
Advisor OS
Illinois
$351K -$106K -1,245 -21%
PA
1396
Planning Alternatives
Michigan
$350K – – –
JIC
1397
Joel Isaacson & Co
New York
$350K +$10.4K +122 +3%
BPWM
1398
BCS Private Wealth Management
New Jersey
$350K – – –
CP
1399
Cornerstone Planning
North Carolina
$349K +$74.1K +873 +23%
ACM
1400
Advisors Capital Management
New Jersey
$348K -$6.28K -74 -2%
54 55
56
57 58