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Wheaton Precious Metals
WPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FTDI
301
First Trust Direct Indexing
Massachusetts
$378K +$381K +8,574 New
EAM
302
Evanson Asset Management
California
$374K – – –
YIH
303
Y-Intercept (HK)
Hong Kong
$363K +$366K +8,238 New
BWP
304
BSW Wealth Partners
Colorado
$351K +$41.7K +938 +13%
SI
305
Stephens Inc
Arkansas
$349K +$24.7K +556 +8%
BCI
306
Brinker Capital Investments
Pennsylvania
$339K +$342K +7,681 New
VHAM
307
Van Hulzen Asset Management
California
$332K -$35.1K -790 -9%
ACM
308
Advisors Capital Management
New Jersey
$331K – – –
BAM
309
Blueshift Asset Management
New Jersey
$331K +$334K +7,507 New
CQS
310
Credential Qtrade Securities
$330K +$72.3K +1,625 +28%
EWA
311
EP Wealth Advisors
California
$326K +$2.8K +63 +0.9%
1WA
312
180 Wealth Advisors
Washington
$323K +$72.8K +1,636 +28%
NAM
313
NorthCoast Asset Management
Connecticut
$320K – – –
SWA
314
Stratos Wealth Advisors
Ohio
$319K +$322K +7,236 New
TCOT
315
Trust Company of Toledo
Ohio
$317K – – –
FVWA
316
Foster Victor Wealth Advisors
South Carolina
$316K – – –
MGIA
317
Moneta Group Investment Advisors
Missouri
$306K +$309K +6,943 New
GIBU
318
Gulf International Bank (UK)
United Kingdom
$301K – – –
ISL
319
Ingalls & Snyder LLC
New York
$300K -$4.45K -100 -1%
CLOS
320
Compagnie Lombard Odier SCmA
Switzerland
$300K – – –
CI
321
Cigna Investments
Connecticut
$297K -$5.87K -132 -2%
BRWA
322
B. Riley Wealth Advisors
Florida
$296K +$10.5K +235 +4%
KPW
323
Kore Private Wealth
New York
$292K +$56.7K +1,274 +24%
B
324
Bellecapital
Switzerland
$284K – – –
NA
325
NewEdge Advisors
Louisiana
$284K +$53.2K +1,195 +23%
11 12
13
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