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abrdn Physical Precious Metals Basket Shares ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Abound Wealth Management
Tennessee
$4.11K +$3.67K +20 New
CI
227
CX Institutional
Indiana
$3K +$2.75K +15 New
OC
228
Optima Capital
Oregon
$2.26K +$2.02K +11 New
FCAS
229
First Command Advisory Services
Texas
$1.85K +$1.65K +9 New
SAM
230
Smartleaf Asset Management
Massachusetts
$1.49K +$1.29K +7 New
SFCL
231
Strengthening Families & Communities LLC
Massachusetts
$822
Citigroup
232
Citigroup
New York
$206 +$184 +1 New
FIA
233
Foundations Investment Advisors
Arizona
-$4.34M -26,223 Closed
SWP
234
Summit Wealth Partners
Florida
-$1.6M -9,667 Closed
GVCM
235
Global View Capital Management
Wisconsin
-$1.09M -6,600 Closed
FFN
236
Focus Financial Network
Minnesota
-$1.03M -6,235 Closed
IAIM
237
International Assets Investment Management
Florida
-$610K -4,390 Closed
SAM
238
Synergy Asset Management
Washington
-$346K -2,094 Closed
FPAS
239
Focus Partners Advisor Solutions
Missouri
-$346K -2,077 Closed
DCM
240
Discovery Capital Management
Connecticut
-$336K -2,032 Closed
SHFA
241
SS&H Financial Advisors
Michigan
-$331K -2,000 Closed
BJL
242
Brighton Jones LLC
Washington
-$270K -1,633 Closed
CFP
243
Comprehensive Financial Planning
Pennsylvania
-$266K -1,607 Closed
FGWP
244
Founders Grove Wealth Partners
Virginia
-$234K -1,413 Closed
ASN
245
Advisory Services Network
Georgia
-$63.2K -382 Closed
GFWA
246
Grey Fox Wealth Advisors
Delaware
-$39K -236 Closed
AAS
247
Ameritas Advisory Services
Nebraska
-$25K -151 Closed
T
248
Tidemark
California
-$8.93K -54 Closed
VWWMG
249
Vermillion & White Wealth Management Group
Pennsylvania
-$430 -3 Closed
MSG
250
Main Street Group
Virginia
-$331 -2 Closed