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abrdn Physical Precious Metals Basket Shares ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
176
TCFG Wealth Management
California
$292K +$314K +1,337 New
WANY
177
Wealthspire Advisors (New York)
New York
$291K +$10.1K +43 +3%
PIA
178
Perennial Investment Advisors
California
$291K -$116K -492 -27%
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$289K +$284K +1,209 +1,070%
CCFM
180
Clear Creek Financial Management
Washington
$285K +$306K +1,303 New
ACM
181
Anfield Capital Management
California
$281K
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$272K -$324K -1,380 -53%
BCMLT
183
Beacon Capital Management LLC (Tennessee)
Tennessee
$267K +$286K +1,220 New
WRPWM
184
Werba Rubin Papier Wealth Management
California
$264K +$284K +1,208 New
IAS
185
Integrity Advisory Solutions
Texas
$263K -$22.3K -95 -7%
TC
186
Trilogy Capital
California
$258K +$28.6K +122 +12%
P
187
&Partners
Tennessee
$255K -$5.87K -25 -2%
Betterment LLC
188
Betterment LLC
New York
$253K +$271K +1,155 New
BPW
189
BLVD Private Wealth
Kentucky
$251K +$269K +1,146 New
RA
190
Riversedge Advisors
Delaware
$249K
Lido Advisors
191
Lido Advisors
California
$246K +$264K +1,124 New
CFP
192
Comprehensive Financial Planning
Pennsylvania
$245K +$263K +1,121 New
CAM
193
Cresset Asset Management
Illinois
$245K -$806K -3,432 -75%
ONB
194
Old National Bancorp
Indiana
$242K
FIC
195
Family Investment Center
Missouri
$240K -$3.05K -13 -1%
RIA
196
Regal Investment Advisors
Michigan
$238K +$255K +1,086 New
MWM
197
Meridian Wealth Management
Kentucky
$238K +$20.2K +86 +9%
WIA
198
World Investment Advisors
California
$237K +$22.3K +95 +10%
VA
199
VestGen Advisors
Illinois
$234K +$237K +1,011 New
CA
200
COFG Advisors
Illinois
$230K -$26.5K -113 -10%