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Sprott Physical Gold
PHYS

Name Holding Trade Value Shares
Change 		Change in
Stake
SAIG
351
Semper Augustus Investments Group
Colorado
$720K – – –
MWA
352
Meridian Wealth Advisors
Texas
$708K – – –
BWP
353
BSW Wealth Partners
Colorado
$704K – – –
EH
354
Equitable Holdings
New York
$697K -$34.6K -1,013 -4%
BPWM
355
Badgley Phelps Wealth Managers
Washington
$685K -$85.3K -2,500 -10%
KWM
356
Kiker Wealth Management
Georgia
$685K +$134K +3,936 +21%
MOS
357
MGO One Seven
Ohio
$680K +$26.9K +788 +4%
ATPW
358
Ashton Thomas Private Wealth
Arizona
$675K +$58.9K +1,726 +8%
TAM
359
Tocqueville Asset Management
New York
$674K +$4.06K +119 +0.5%
SAM
360
S.A. Mason
Michigan
$666K -$17.1K -500 -2%
PFM
361
Peak Financial Management
Massachusetts
$664K – – –
HIA
362
Highland Investment Advisors
Florida
$660K +$746K +21,860 New
CAM
363
Cobblestone Asset Management
Virginia
$659K -$5.97K -175 -0.8%
SC
364
Savant Capital
Illinois
$655K +$346K +10,138 +100%
SWA
365
Stratos Wealth Advisors
Ohio
$653K +$4.4K +129 +0.6%
UCFA
366
United Capital Financial Advisors
Texas
$651K -$79.1K -2,318 -10%
LFS
367
Littlejohn Financial Services
Oregon
$635K – – –
SPWM
368
Straight Path Wealth Management
Michigan
$635K -$174K -5,094 -19%
BF
369
BOK Financial
Oklahoma
$623K -$661K -19,365 -48%
EPAM
370
Euro Pacific Asset Management
Puerto Rico
$622K +$7.47K +219 +0.5%
SG
371
Sankala Group
Colorado
$620K – – –
OFS
372
OneAscent Financial Services
Alabama
$607K +$135K +3,942 +24%
OWM
373
Orgel Wealth Management
Wisconsin
$603K – – –
BCM
374
Barometer Capital Management
Ontario, Canada
$603K +$34.1K +1,000 +5%
P
375
&Partners
Tennessee
$594K +$30K +880 +5%
13 14
15
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