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Sprott Physical Gold
PHYS

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
76
Avenir Corporation
Virginia
$406K – – –
BPA
77
Beacon Pointe Advisors
California
$399K +$112K +10,638 +38%
WPC
78
White Pine Capital
Minnesota
$398K -$70.6K -6,700 -15%
AM
79
Account Management
Massachusetts
$388K – – –
ECM
80
Evergreen Capital Management
Washington
$374K – – –
FCT
81
Family Capital Trust
Massachusetts
$366K – – –
FCH
82
Freestone Capital Holdings
Washington
$357K +$1.05K +100 +0.3%
AWE
83
Avidian Wealth Enterprises
Texas
$345K +$5.69K +540 +2%
SG
84
StoneX Group
New York
$339K – – –
LA
85
Lau Associates
Delaware
$334K – – –
GT
86
Glenmede Trust
Pennsylvania
$327K -$27.4K -2,600 -8%
ACP
87
Aveo Capital Partners
Colorado
$315K – – –
CCA
88
Cobblestone Capital Advisors
New York
$313K – – –
SPIA
89
Steward Partners Investment Advisory
New York
$308K -$10.5K -1,000 -3%
FAAS
90
First Allied Advisory Services
California
$304K -$12.1K -1,152 -4%
RCAG
91
Rehmann Capital Advisory Group
Michigan
$303K +$306K +29,027 New
PFM
92
Peak Financial Management
Massachusetts
$303K – – –
SPC
93
Sigma Planning Corp
Michigan
$297K -$15.9K -1,510 -5%
WT
94
Whittier Trust
California
$294K +$200K +19,025 +210%
TCM
95
Tradewinds Capital Management
Washington
$285K +$5.02K +476 +2%
BWP
96
BSW Wealth Partners
Colorado
$266K – – –
HPCM
97
High Pointe Capital Management
Illinois
$262K +$264K +25,060 New
SI
98
Stephens Inc
Arkansas
$261K – – –
AIM
99
Arcadia Investment Management
Michigan
$246K – – –
UR
100
USCA RIA
Texas
$242K +$31.6K +3,000 +15%
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4
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