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icono de WPM

Wheaton Precious Metals
WPM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Petra Financial Advisors
401
Petra Financial Advisors
Colorado
USD 1.19 M -USD 142 k -1,091 -9%
Uncommon Cents Investing
402
Uncommon Cents Investing
Wisconsin
USD 1.17 M -USD 34.5 k -265 -2%
Blue Trust Inc
403
Blue Trust Inc
Georgia
USD 1.17 M +USD 58.2 k +447 +4%
Rossby Financial
404
Rossby Financial
Florida
USD 1.17 M +USD 13.7 k +105 +1%
MAI Capital Management
405
MAI Capital Management
Ohio
USD 1.16 M -USD 222 k -1,708 -14%
Farther Finance Advisors
406
Farther Finance Advisors
California
USD 1.1 M -USD 17.6 k -135 -1%
EP Wealth Advisors
407
EP Wealth Advisors
California
USD 1.09 M +USD 81.6 k +627 +7%
Kingswood Wealth Advisors
408
Kingswood Wealth Advisors
California
USD 1.09 M +USD 7.94 k +61 +0.6%
Perfromance Wealth Partners
409
Perfromance Wealth Partners
Illinois
USD 1.09 M – – –
NCM
410
NCM Capital Management
New Jersey
USD 1.08 M +USD 260 +2 +0%
Pacific Asset Management
411
Pacific Asset Management
Washington
USD 1.06 M -USD 29.3 k -225 -2%
Empirical Wealth Management
412
Empirical Wealth Management
Washington
USD 1.05 M +USD 8.46 k +65 +0.7%
Atria Investments
413
Atria Investments
North Carolina
USD 1.05 M -USD 30.4 k -234 -2%
Moors & Cabot
414
Moors & Cabot
Massachusetts
USD 1.03 M – – –
Insigneo Advisory Services
415
Insigneo Advisory Services
Florida
USD 1.03 M +USD 410 k +3,152 +52%
Waverly Advisors
416
Waverly Advisors
Alabama
USD 1.03 M +USD 779 k +5,989 +189%
KCM Investment Advisors
417
KCM Investment Advisors
California
USD 1.02 M -USD 3.51 k -27 -0.3%
Astoria Portfolio Advisors
418
Astoria Portfolio Advisors
New York
USD 1 M – – –
Independent Advisor Alliance
419
Independent Advisor Alliance
North Carolina
USD 971 k +USD 33.3 k +256 +3%
Spire Wealth Management
420
Spire Wealth Management
Virginia
USD 970 k +USD 18.7 k +144 +2%
Koshinski Asset Management
421
Koshinski Asset Management
Illinois
USD 969 k -USD 172 k -1,319 -13%
Proficio Capital Partners
422
Proficio Capital Partners
Massachusetts
USD 967 k +USD 40.7 k +313 +4%
Meridian Wealth Management
423
Meridian Wealth Management
Kentucky
USD 960 k +USD 46.1 k +354 +4%
Cresset Asset Management
424
Cresset Asset Management
Illinois
USD 954 k -USD 87.6 k -673 -7%
Carnegie Investment Counsel
425
Carnegie Investment Counsel
Ohio
USD 954 k -USD 45.8 k -352 -4%
15 16
17
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