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Sprott Physical Gold
PHYS

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
351
Retirement Group
California
$30K – – –
BWP
352
Baldwin Wealth Partners
Massachusetts
$23.7K – – –
HPC
353
HM Payson & Co
Maine
$23.3K -$561K -42,000 -96%
CWP
354
Concord Wealth Partners
Virginia
$22.6K +$21.4K +1,600 New
SSB
355
Sandy Spring Bank
Maryland
$21.1K – – –
ADL
356
Asset Dedication LLC
California
$20K -$25.7K -1,928 -57%
BTI
357
Blue Trust Inc
Georgia
$18K – – –
GCM
358
Gables Capital Management
Florida
$14.1K – – –
SIS
359
Sound Income Strategies
Florida
$14.1K – – –
CSC
360
Caldwell Sutter Capital
California
$14.1K +$13.3K +1,000 New
MTIC
361
Missouri Trust & Investment Company
Missouri
$14K -$44.5K -3,337 -77%
CDIA
362
Capital Directions Investment Advisors
Georgia
$11.9K +$11.2K +842 New
BONH
363
Bank of New Hampshire
New Hampshire
$11K – – –
IHWM
364
Iron Horse Wealth Management
Iowa
$11K +$10.7K +800 New
OLVIG
365
Oliver Lagore Vanvalin Investment Group
Michigan
$10.5K – – –
TCM
366
Tradewinds Capital Management
Washington
$9.6K – – –
BWM
367
Baystate Wealth Management
Massachusetts
$9K – – –
CMP
368
Coston McIsaac & Partners
Maine
$9K +$9.34K +700 New
BBPWM
369
Blue Bell Private Wealth Management
Pennsylvania
$8.66K – – –
EWM
370
Evermay Wealth Management
Virginia
$8.25K – – –
BCM
371
Blume Capital Management
California
$8K – – –
CSPIA
372
Cary Street Partners Investment Advisory
Virginia
$7.46K +$7.06K +529 New
JFA
373
JNBA Financial Advisors
Minnesota
$7.13K – – –
KFS
374
Kelly Financial Services
Massachusetts
$7.05K – – –
NC
375
NewSquare Capital
Pennsylvania
$7.05K +$6.67K +500 New
13 14
15
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