We are live on ! Find out more
PHYS icon

Sprott Physical Gold

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
326
Meridian Wealth Advisors
Texas
$695K – – –
TAM
327
Tocqueville Asset Management
New York
$695K – – –
BWP
328
BSW Wealth Partners
Colorado
$691K – – –
TA
329
Tectonic Advisors
Texas
$680K -$141K -5,295 -19%
RAG
330
RIA Advisory Group
Iowa
$677K -$4.73K -178 -0.8%
AF
331
Allworth Financial
California
$663K +$929 +35 +0.2%
BPWM
332
Badgley Phelps Wealth Managers
Washington
$658K – – –
PFM
333
Peak Financial Management
Massachusetts
$658K – – –
MPCG
334
Matrix Private Capital Group
New York
$653K +$229K +8,632 +64%
AF
335
Apexium Financial
Texas
$637K – – –
OFS
336
OneAscent Financial Services
Alabama
$636K -$2.65K -100 -0.5%
AI
337
Atria Investments
North Carolina
$634K -$33.5K -1,260 -6%
LFS
338
Littlejohn Financial Services
Oregon
$624K +$294K +11,060 +111%
SAM
339
S.A. Mason
Michigan
$624K +$43.1K +1,625 +8%
CCA
340
Cobblestone Capital Advisors
New York
$609K – – –
OWM
341
Orgel Wealth Management
Wisconsin
$592K – – –
SVWAG
342
Sound View Wealth Advisors Group
Georgia
$589K +$30.8K +1,159 +6%
WF
343
Welch & Forbes
Massachusetts
$579K – – –
SWM
344
SpringVest Wealth Management
Texas
$574K – – –
GWP
345
Gateway Wealth Partners
Wisconsin
$569K +$17.3K +651 +4%
Fifth Third Bancorp
346
Fifth Third Bancorp
Ohio
$566K – – –
NF
347
Nvest Financial
New Hampshire
$564K -$134K -5,055 -21%
AW
348
Apricus Wealth
South Carolina
$563K – – –
SWA
349
Stratos Wealth Advisors
Ohio
$559K +$10.4K +392 +2%
IAA
350
Independent Advisor Alliance
North Carolina
$552K +$495K +18,630 New