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Wheaton Precious Metals

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
401
Adalta Capital Management
New York
$117K +$108K +3,000 New
AWM
402
Align Wealth Management
Oklahoma
$110K +$123K +3,400 New
QC
403
Quent Capital
New York
$93.3K – – –
CAM
404
ClariVest Asset Management
California
$85K – – –
CAS
405
Coppell Advisory Solutions
Texas
$82.3K +$76.1K +2,106 New
CASC
406
Coppell Advisory Solutions Corp
Texas
$82.3K +$76.1K +2,106 New
BAM
407
Belpointe Asset Management
Nevada
$81.4K +$75.3K +2,082 New
NA
408
NewEdge Advisors
Louisiana
$68.5K +$62.3K +1,724 +18%
FFA
409
Farther Finance Advisors
California
$67.1K +$62.1K +1,717 New
Mitsubishi UFJ Trust & Banking
410
Mitsubishi UFJ Trust & Banking
Japan
$66.3K -$16.2K -449 -21%
TC
411
Tacita Capital
Ontario, Canada
$61K – – –
LFG
412
Larson Financial Group
Missouri
$59.2K – – –
CLOS
413
Compagnie Lombard Odier SCmA
Switzerland
$55K – – –
IIM
414
Intact Investment Management
Quebec, Canada
$54.7K +$50.6K +1,400 New
FPFS
415
First Personal Financial Services
North Carolina
$52.2K +$9.47K +262 +24%
HI
416
Hoey Investments
Pennsylvania
$50.8K +$10.8K +300 +30%
C
417
Covestor
United Kingdom
$46K – – –
RA
418
Rational Advisors
New York
$45.1K +$1.23K +34 +3%
JEST
419
JTC Employer Solutions Trustee
Jersey
$42K – – –
HWM
420
HighMark Wealth Management
Minnesota
$39.4K +$108 +3 +0.3%
Credit Agricole
421
Credit Agricole
France
$39.1K -$21.9K -607 -38%
DI
422
Disciplined Investments
Oklahoma
$39.1K – – –
GCM
423
Gables Capital Management
Florida
$39.1K – – –
HFS
424
Hantz Financial Services
Michigan
$39K -$2.17K -60 -6%
HCP
425
Hexagon Capital Partners
Arkansas
$35.8K -$1.7K -47 -5%