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Wheaton Precious Metals

Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
251
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$358K +$329K +12,023 New
FAAS
252
First Allied Advisory Services
California
$357K -$45.2K -1,655 -12%
KIA
253
KCM Investment Advisors
California
$357K
M&T Bank
254
M&T Bank
New York
$351K +$6.75K +247 +2%
GWM
255
Geneos Wealth Management
Colorado
$346K -$68.3K -2,498 -18%
VFA
256
Voya Financial Advisors
Connecticut
$341K -$4.16K -152 -1%
IMC Chicago
257
IMC Chicago
Illinois
$341K +$313K +11,468 New
Mercer Global Advisors
258
Mercer Global Advisors
Colorado
$334K -$83.1K -3,041 -21%
RE
259
RBC Europe
United Kingdom
$324K
RPA
260
Rock Point Advisors
Vermont
$321K
AIM
261
Aigen Investment Management
New York
$321K +$295K +10,792 New
SFG
262
SNS Financial Group
Minnesota
$320K
HIS
263
Harvest Investment Services
Illinois
$308K -$10.1K -369 -3%
FIM
264
Freedom Investment Management
Connecticut
$301K -$81.3K -2,975 -23%
IAA
265
Ironsides Asset Advisors
North Carolina
$299K
VCA
266
Verdence Capital Advisors
Maryland
$295K
FNBT
267
FineMark National Bank & Trust
Florida
$291K +$54.7K +2,000 +26%
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$276K
US Bancorp
269
US Bancorp
Minnesota
$275K -$4.26K -156 -2%
WP
270
WealthSource Partners
California
$269K +$19K +696 +8%
Truist Financial
271
Truist Financial
North Carolina
$267K +$244K +8,944 New
QI
272
QS Investors
New York
$264K +$70.8K +2,591 +41%
LNWWM
273
Laird Norton Wetherby Wealth Management
California
$258K +$3.61K +132 +2%
EAM
274
Evanson Asset Management
California
$256K +$10.9K +400 +5%
QCG
275
Quadrant Capital Group
Ohio
$256K +$30K +1,098 +14%