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Sprott Physical Gold
PHYS

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
201
BOK Financial
Oklahoma
$309K +$317K +22,377 New
GT
202
Glenmede Trust
Pennsylvania
$308K – – –
PFM
203
Peak Financial Management
Massachusetts
$304K – – –
GG
204
Gofen & Glossberg
Illinois
$299K – – –
V
205
Veritable
Delaware
$292K +$300K +21,180 New
GL
206
Graypoint LLC
New York
$285K – – –
SWP
207
Stratos Wealth Partners
Ohio
$284K -$566 -40 -0.2%
CW
208
CreativeOne Wealth
Kansas
$284K – – –
LPT
209
Legacy Private Trust
Wisconsin
$284K – – –
CT
210
Cambridge Trust
Massachusetts
$283K – – –
SSWM
211
Smith Salley Wealth Management
North Carolina
$280K – – –
CCP
212
Cardan Capital Partners
Colorado
$276K – – –
RFC
213
Regions Financial Corp
Alabama
$276K – – –
WANY
214
Wealthspire Advisors (New York)
New York
$276K +$283K +20,000 New
CIC
215
Chase Investment Counsel
Virginia
$274K – – –
SI
216
Stephens Inc
Arkansas
$274K – – –
GC
217
Garde Capital
Washington
$272K – – –
IF
218
Intrua Financial
Texas
$269K +$19.8K +1,398 +8%
NHFG
219
New Harbor Financial Group
Massachusetts
$264K +$271K +19,135 New
SCM
220
Soros Capital Management
New York
$258K -$74.9K -5,297 -22%
FSA
221
Financial Sense Advisors
California
$257K -$21.2K -1,500 -7%
MPCG
222
Matrix Private Capital Group
New York
$257K +$35.4K +2,500 +16%
LWA
223
Lineweaver Wealth Advisors
Ohio
$256K – – –
JAWM
224
J. Arnold Wealth Management
Ohio
$253K -$38.9K -2,750 -13%
HSA
225
HBK Sorce Advisory
Pennsylvania
$250K – – –
7 8
9
10 11