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ASA

ASA Gold and Precious Metals

Name Holding Trade Value Shares
Change
Change in
Stake
AO
51
Advisor OS
Illinois
$390K -$150K -2,223 -26%
Creative Planning
52
Creative Planning
Kansas
$321K +$349K +5,174 New
CPCM
53
Cardinal Point Capital Management
Ontario, Canada
$310K -$106K -1,575 -24%
Jane Street
54
Jane Street
New York
$292K +$318K +4,714 New
PFGIA
55
Patriot Financial Group Insurance Agency
Massachusetts
$261K +$284K +4,200 New
DWM
56
DKM Wealth Management
California
$248K
MML Investors Services
57
MML Investors Services
Massachusetts
$244K
ACM
58
AlphaStar Capital Management
North Carolina
$226K
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$211K -$5.27K -78 -2%
Lido Advisors
60
Lido Advisors
California
$204K +$222K +3,285 New
JP Morgan Chase
61
JP Morgan Chase
New York
$202K +$236K +3,494 New
SA
62
Sanctuary Advisors
Indiana
$201K +$219K +3,235 New
HPC
63
HM Payson & Co
Maine
$186K -$33.8K -500 -14%
FFA
64
Farther Finance Advisors
California
$104K
NS
65
NBC Securities
Alabama
$80K
ASN
66
Advisory Services Network
Georgia
$74.4K +$81.1K +1,200 New
Group One Trading
67
Group One Trading
Illinois
$50K +$54.4K +806 New
RDFA
68
Ritter Daniher Financial Advisory
Ohio
$31K
WT
69
WHI Trust
Illinois
$31K
GIA
70
GHP Investment Advisors
Colorado
$31K +$33.8K +500 New
MCM
71
MAI Capital Management
Ohio
$18.6K
PFBT
72
Parkside Financial Bank & Trust
Missouri
$17.2K +$18.7K +277 New
Wells Fargo
73
Wells Fargo
California
$12.4K +$13.6K +201 New
Bessemer Group
74
Bessemer Group
New Jersey
$12K
GSEP
75
Golden State Equity Partners
California
$7.75K +$8.44K +125 New