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Sprott Physical Gold
PHYS

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
451
Forza Wealth Management
Florida
$350K – – –
HAM
452
Harmony Asset Management
Arizona
$349K -$343K -10,040 -46%
SFFS
453
Stonehage Fleming Financial Services
Jersey
$348K +$193K +5,643 +96%
NB
454
Nicolet Bankshares
Wisconsin
$347K – – –
FW
455
Fairway Wealth
Ohio
$335K – – –
BFA
456
Beacon Financial Advisory
Ohio
$333K -$10.2K -300 -3%
HI
457
Hoey Investments
Pennsylvania
$332K – – –
CWA
458
Crusonia Wealth Advisors
Colorado
$330K -$131K -3,850 -26%
AA
459
Apriem Advisors
California
$328K -$9.08K -266 -2%
APW
460
Allied Private Wealth
Florida
$327K +$364K +10,654 New
PGAM
461
Princeton Global Asset Management
New Jersey
$326K -$71.7K -2,100 -16%
MWM
462
Modera Wealth Management
New Jersey
$325K – – –
DWA
463
Douglass Winthrop Advisors
New York
$322K – – –
IA
464
Integrity Alliance
Iowa
$321K +$37K +1,084 +11%
AIP
465
Almanack Investment Partners
Pennsylvania
$320K – – –
BRWA
466
B. Riley Wealth Advisors
Florida
$317K -$17.1K -500 -5%
DI
467
Diligent Investors
California
$316K – – –
DWT
468
Dorsey & Whitney Trust
South Dakota
$313K – – –
WCM
469
WealthBridge Capital Management
Ohio
$311K +$4.37K +128 +1%
IPAM
470
Investment Partners Asset Management
New Jersey
$309K +$2.9K +85 +0.8%
CCT
471
Capital City Trust
Florida
$309K -$22.2K -650 -6%
CLA
472
Carnegie Lake Advisors
New Jersey
$308K – – –
SAM
473
Secure Asset Management
Michigan
$307K – – –
MA
474
Mutual Advisors
Nebraska
$305K – – –
MGIA
475
Moneta Group Investment Advisors
Missouri
$305K -$36.3K -1,063 -10%
17 18
19
20 21