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Wheaton Precious Metals

Name Holding Trade Value Shares
Change
Change in
Stake
DWP
426
Destiny Wealth Partners
Florida
$71K +$65.2K +1,500 New
IWP
427
IAG Wealth Partners
Wisconsin
$66K
SWM
428
Spire Wealth Management
Virginia
$63K +$32.8K +754 +132%
Carson Wealth (CWM LLC)
429
Carson Wealth (CWM LLC)
Nebraska
$61K +$3K +69 +6%
HWM
430
HighMark Wealth Management
Minnesota
$58K
JEST
431
JTC Employer Solutions Trustee
Jersey
$52K
HFS
432
Hantz Financial Services
Michigan
$50K +$46.1K +1,060 New
PFPT
433
Pinnacle Financial Partners (Tennessee)
Tennessee
$49K +$25.6K +589 +133%
DI
434
Disciplined Investments
Oklahoma
$48K
GCM
435
Gables Capital Management
Florida
$48K
SC
436
Steph & Co
Wisconsin
$43K
RA
437
Rational Advisors
New York
$43K +$14.8K +340 +59%
NFSG
438
Newbridge Financial Services Group
Florida
$40K
LC
439
Lindbrook Capital
California
$39K -$4.26K -98 -11%
WWP
440
WR Wealth Planners
Missouri
$37.9K +$34.6K +796 New
AssetMark Inc
441
AssetMark Inc
California
$37K
MSFP
442
Mark Sheptoff Financial Planning
Connecticut
$36K
KPCM
443
Kings Point Capital Management
New York
$34K
SWM
444
Selective Wealth Management
Virginia
$33K +$30.4K +700 New
AF
445
Allworth Financial
California
$31K -$2.17K -50 -7%
KTC
446
Kistler-Tiffany Companies
Pennsylvania
$31K
TCM
447
Tradewinds Capital Management
Washington
$29K
BWM
448
BerganKDV Wealth Management
Minnesota
$28K
GWS
449
Glassman Wealth Services
Virginia
$27K +$4.87K +112 +25%
ACM
450
Antonetti Capital Management
Florida
$24K