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iShares Silver Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
676
Curated Wealth Partners
California
$594K – – –
PWPS
677
Pinnacle Wealth Planning Services
Ohio
$593K – – –
UPS
678
UHLMANN PRICE SECURITIES
Illinois
$590K +$146K +2,203 +25%
MCM
679
Morton Capital Management
California
$590K -$1.59K -24 -0.2%
SGFG
680
Silver Grove Financial Group
New York
$587K +$10.3K +155 +1%
SWM
681
Segment Wealth Management
Texas
$587K – – –
P
682
Palladiem
Pennsylvania
$587K – – –
HW
683
Hamilton Wealth
California
$585K -$28K -423 -4%
RFA
684
Resurgent Financial Advisors
Georgia
$582K +$190K +2,873 +36%
SIM
685
Stratos Investment Management
Ohio
$580K – – –
NHC
686
Nicholas Hoffman & Company
Georgia
$578K -$672K -10,137 -48%
BWL
687
Bogart Wealth LLC
Virginia
$575K +$3.91K +59 +0.6%
LCAM
688
London & Capital Asset Management
United Kingdom
$575K -$824K -12,430 -54%
JHC
689
J. Hagan Capital
Kentucky
$571K +$133K +2,005 +23%
DBRC
690
D.B. Root & Company
Pennsylvania
$570K +$119K +1,793 +20%
HI
691
Human Investing
Oregon
$569K -$467K -7,041 -40%
AC
692
Apella Capital
Connecticut
$565K +$1.66K +25 +0.2%
TI
693
Truepoint Inc
Ohio
$565K +$1.19K +18 +0.2%
NWMP
694
Noble Wealth Management PBC
Colorado
$562K +$150K +2,265 +27%
TF
695
Trek Financial
Arizona
$559K -$76.9K -1,160 -10%
CHC
696
City Holding Co
West Virginia
$557K -$128K -1,930 -16%
TWM
697
Tradition Wealth Management
Minnesota
$557K +$51.2K +772 +8%
GWANC
698
Guardian Wealth Advisors (North Carolina)
North Carolina
$556K +$306K +4,620 +80%
TCWM
699
Total Clarity Wealth Management
Illinois
$554K -$9.15K -138 -1%
AIA
700
Alternative Investment Advisors
Florida
$553K -$3.31K -50 -0.5%