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Wheaton Precious Metals

Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
301
Focus Partners Advisor Solutions
Missouri
$378K +$82.3K +1,896 +22%
FTDI
302
First Trust Direct Indexing
Massachusetts
$376K +$47.2K +1,087 +12%
NCM
303
NCM Capital Management
New Jersey
$375K -$8.55K -197 -2%
HI
304
Harbour Investments
Wisconsin
$367K +$442K +10,187 New
KIA
305
KCM Investment Advisors
California
$361K +$26.3K +606 +6%
Vanguard Personalized Indexing Management
306
Vanguard Personalized Indexing Management
California
$361K +$171K +3,937 +65%
AA
307
Aire Advisors
California
$360K
VWA
308
V Wealth Advisors
Kansas
$354K -$4.34K -100 -1%
GCAC
309
Guardian Capital Advisors (Canada)
Ontario, Canada
$346K +$81.9K +1,886 +23%
ACP
310
Aviance Capital Partners
Florida
$339K +$408K +9,400 New
FNBT
311
FineMark National Bank & Trust
Florida
$334K
FWM
312
Foresight Wealth Management
Utah
$330K
Mercer Global Advisors
313
Mercer Global Advisors
Colorado
$327K -$42.7K -984 -10%
GAM
314
Gotham Asset Management
New York
$325K +$391K +9,018 New
DADC
315
D.A. Davidson & Co
Montana
$322K +$8.46K +195 +2%
Verition Fund Management
316
Verition Fund Management
Connecticut
$318K +$382K +8,809 New
Tudor Investment Corp
317
Tudor Investment Corp
Connecticut
$315K +$379K +8,741 New
UCI
318
Uncommon Cents Investing
Wisconsin
$312K +$117K +2,705 +45%
PC
319
Pecaut & Co
Iowa
$308K
CI
320
Cigna Investments
Connecticut
$306K +$14.1K +326 +4%
SC
321
Savant Capital
Illinois
$300K +$3.47K +80 +1%
OC
322
Oppenheimer & Co
New York
$298K -$65K -1,497 -15%
IAA
323
Independent Advisor Alliance
North Carolina
$297K +$43.1K +994 +14%
RPA
324
Rock Point Advisors
Vermont
$293K
Cerity Partners
325
Cerity Partners
New York
$293K +$352K +8,109 New