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Sprott Physical Gold
PHYS

Name Holding Trade Value Shares
Change 		Change in
Stake
BPWM
326
Badgley Phelps Wealth Managers
Washington
$810K +$73.4K +2,319 +10%
XT
327
XTX Topco
Cayman Islands
$801K -$805K -25,425 -51%
SAIG
328
Semper Augustus Investments Group
Colorado
$788K – – –
LK
329
Lumbard & Kellner
New Hampshire
$787K – – –
UCFA
330
United Capital Financial Advisors
Texas
$786K +$754K +23,818 New
NF
331
Nvest Financial
New Hampshire
$783K +$148K +4,666 +24%
MWM
332
McAlvany Wealth Management
Colorado
$781K +$540K +17,055 New
FTUS
333
Flow Traders U.S.
New York
$779K -$1.05M -33,245 -59%
MWA
334
Meridian Wealth Advisors
Texas
$775K – – –
TAM
335
Tocqueville Asset Management
New York
$774K – – –
AFG
336
Atomi Financial Group
New York
$774K +$411K +12,994 +124%
BWP
337
BSW Wealth Partners
Colorado
$770K – – –
PCS
338
Private Client Services
Kentucky
$766K -$313K -9,890 -30%
SG
339
Sankala Group
Colorado
$752K +$593K +18,740 New
RAG
340
RIA Advisory Group
Iowa
$745K -$9.53K -301 -1%
SAM
341
S.A. Mason
Michigan
$728K +$31.8K +1,005 +5%
PFM
342
Peak Financial Management
Massachusetts
$726K -$6.77K -214 -1%
MOS
343
MGO One Seven
Ohio
$718K +$171K +5,414 +33%
OCM
344
One Capital Management
California
$710K +$681K +21,500 New
GWP
345
Gateway Wealth Partners
Wisconsin
$709K +$71.1K +2,245 +12%
SWA
346
Stratos Wealth Advisors
Ohio
$701K +$75K +2,368 +13%
LFS
347
Littlejohn Financial Services
Oregon
$695K – – –
TA
348
Tectonic Advisors
Texas
$685K -$70.1K -2,215 -10%
ATPW
349
Ashton Thomas Private Wealth
Arizona
$681K -$219K -6,912 -25%
OWM
350
Orgel Wealth Management
Wisconsin
$660K – – –
12 13
14
15 16