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Wheaton Precious Metals

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
401
Petra Financial Advisors
Colorado
$1.19M -$142K -1,091 -9%
UCI
402
Uncommon Cents Investing
Wisconsin
$1.17M -$34.5K -265 -2%
BTI
403
Blue Trust Inc
Georgia
$1.17M +$58.2K +447 +4%
RF
404
Rossby Financial
Florida
$1.17M +$13.7K +105 +1%
MCM
405
MAI Capital Management
Ohio
$1.16M -$222K -1,708 -14%
FFA
406
Farther Finance Advisors
California
$1.1M -$17.6K -135 -1%
EWA
407
EP Wealth Advisors
California
$1.09M +$81.6K +627 +7%
KWA
408
Kingswood Wealth Advisors
California
$1.09M +$7.94K +61 +0.6%
PWP
409
Perfromance Wealth Partners
Illinois
$1.09M – – –
NCM
410
NCM Capital Management
New Jersey
$1.08M +$260 +2 +0%
PAM
411
Pacific Asset Management
Washington
$1.06M -$29.3K -225 -2%
EWM
412
Empirical Wealth Management
Washington
$1.05M +$8.46K +65 +0.7%
AI
413
Atria Investments
North Carolina
$1.05M -$30.4K -234 -2%
MC
414
Moors & Cabot
Massachusetts
$1.03M – – –
IAS
415
Insigneo Advisory Services
Florida
$1.03M +$410K +3,152 +52%
WA
416
Waverly Advisors
Alabama
$1.03M +$779K +5,989 +189%
KIA
417
KCM Investment Advisors
California
$1.02M -$3.51K -27 -0.3%
APA
418
Astoria Portfolio Advisors
New York
$1M – – –
IAA
419
Independent Advisor Alliance
North Carolina
$971K +$33.3K +256 +3%
SWM
420
Spire Wealth Management
Virginia
$970K +$18.7K +144 +2%
Koshinski Asset Management
421
Koshinski Asset Management
Illinois
$969K -$172K -1,319 -13%
PCP
422
Proficio Capital Partners
Massachusetts
$967K +$40.7K +313 +4%
MWM
423
Meridian Wealth Management
Kentucky
$960K +$46.1K +354 +4%
CAM
424
Cresset Asset Management
Illinois
$954K -$87.6K -673 -7%
CIC
425
Carnegie Investment Counsel
Ohio
$954K -$45.8K -352 -4%