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Wheaton Precious Metals

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
226
CAAS Capital Management
New York
$385K +$404K +14,000 New
MIAN
227
Mariner Independent Advisor Network
Kansas
$382K +$401K +13,912 New
FAAS
228
First Allied Advisory Services
California
$342K +$18K +624 +5%
KIA
229
KCM Investment Advisors
California
$340K +$10.4K +360 +3%
M&T Bank
230
M&T Bank
New York
$340K +$16.4K +567 +5%
LNC
231
Lincoln National Corp
Pennsylvania
$335K +$351K +12,178 New
IWM
232
IHT Wealth Management
Illinois
$329K -$2.28K -79 -0.7%
BWCS
233
Beirne Wealth Consulting Services
Connecticut
$328K -$28.9K -1,000 -8%
VI
234
Versor Investments
New York
$326K -$238K -8,237 -41%
GWM
235
Geneos Wealth Management
Colorado
$326K -$3.2K -111 -0.9%
RE
236
RBC Europe
United Kingdom
$299K – – –
PWM
237
Perigon Wealth Management
California
$292K +$263K +9,130 New
LNWWM
238
Laird Norton Wetherby Wealth Management
California
$282K +$45.3K +1,570 +18%
Truist Financial
239
Truist Financial
North Carolina
$280K +$35.3K +1,225 +14%
SI
240
Stephens Inc
Arkansas
$280K +$293K +10,161 New
FIM
241
Freedom Investment Management
Connecticut
$278K -$10.8K -375 -4%
IAA
242
Ironsides Asset Advisors
North Carolina
$277K – – –
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$276K – – –
QI
244
Qtron Investments
Massachusetts
$276K +$293K +10,144 New
VCA
245
Verdence Capital Advisors
Maryland
$273K – – –
FNBT
246
FineMark National Bank & Trust
Florida
$271K +$1.73K +60 +0.6%
US Bancorp
247
US Bancorp
Minnesota
$270K +$16.9K +587 +6%
BDS
248
Banco de Sabadell
Florida
$258K +$31.7K +1,100 +14%
RPA
249
Rock Point Advisors
Vermont
$256K -$43.3K -1,500 -14%
Thrivent Financial for Lutherans
250
Thrivent Financial for Lutherans
Minnesota
$253K +$265K +9,187 New