We are live on ! Find out more
PHYS icon

Sprott Physical Gold
PHYS

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
401
Key Financial Inc
Pennsylvania
$733 – – –
PWMG
402
Prestige Wealth Management Group
New Jersey
$80 – – –
HNB
403
Huntington National Bank
Ohio
$16 – – –
PI
404
PFG Investments
New York
– -$2.52M -175,855 Closed
DWM
405
Darwin Wealth Management
Florida
– -$1.79M -124,903 Closed
BFS
406
Bard Financial Services
Connecticut
– -$1.52M -106,220 Closed
Federated Hermes
407
Federated Hermes
Pennsylvania
– -$1.43M -100,000 Closed
BTI
408
Blue Trust Inc
Georgia
– -$1.01M -67,886 Closed
OP
409
ORG Partners
Indiana
– -$904K -63,130 Closed
TSS
410
Two Sigma Securities
New York
– -$604K -42,187 Closed
AWM
411
Axxcess Wealth Management
California
– -$481K -33,581 Closed
SC
412
Sepio Capital
Utah
– -$445K -31,081 Closed
SW
413
SVB Wealth
Massachusetts
– -$388K -27,065 Closed
CA
414
Cambridge Advisors
Nebraska
– -$345K -24,116 Closed
LPT
415
Legacy Private Trust
Wisconsin
– -$295K -20,575 Closed
MG
416
Mather Group
Illinois
– -$276K -19,300 Closed
CWG
417
Crown Wealth Group
North Carolina
– -$241K -16,845 Closed
CW
418
Channel Wealth
California
– -$193K -13,457 Closed
EFG
419
Ethos Financial Group
Pennsylvania
– -$177K -12,329 Closed
CWM
420
Campbell Wealth Management
Virginia
– -$168K -11,700 Closed
Vontobel Holding
421
Vontobel Holding
Switzerland
– -$168K -11,700 Closed
TWA
422
TCI Wealth Advisors
Arizona
– -$162K -11,309 Closed
OIA
423
OneDigital Investment Advisors
Kansas
– -$146K -10,200 Closed
WWP
424
WR Wealth Planners
Missouri
– -$114K -7,985 Closed
CSPIA
425
Cary Street Partners Investment Advisory
Virginia
– -$7.58K -529 Closed
14 15 16
17
18