We are live on ! Find out more
WPM icon

Wheaton Precious Metals

Name Holding Trade Value Shares
Change
Change in
Stake
PP
426
PDS Planning
Ohio
$271K +$29.7K +500 +13%
VFA
427
Valeo Financial Advisors
Indiana
$270K +$263K +4,423 New
FTWA
428
Fifth Third Wealth Advisors
Ohio
$269K – – –
OIA
429
OneDigital Investment Advisors
Kansas
$265K -$10.8K -181 -4%
GP
430
Greenline Partners
New York
$264K – – –
BAM
431
Brave Asset Management
New Jersey
$263K – – –
FHB
432
First Hawaiian Bank
Hawaii
$262K -$5.41K -91 -2%
CLA
433
Carnegie Lake Advisors
New Jersey
$261K +$254K +4,265 New
TSWM
434
Tyler-Stone Wealth Management
Ohio
$260K +$127K +2,131 +100%
PWC
435
PYA Waltman Capital
Tennessee
$260K – – –
VT
436
Vise Technologies
New York
$259K +$252K +4,236 New
WDC
437
Woodward Diversified Capital
California
$257K – – –
AI
438
Atria Investments
North Carolina
$256K +$9.1K +153 +4%
S
439
SimplyRich
California
$256K – – –
CIA
440
Concurrent Investment Advisors
Florida
$254K -$43.5K -732 -15%
GVAG
441
Great Valley Advisor Group
Delaware
$251K +$13K +219 +6%
SIC
442
Salem Investment Counselors
North Carolina
$248K – – –
EWA
443
Exencial Wealth Advisors
Oklahoma
$247K +$119 +2 +0%
MIM
444
Meridiem Investment Management
United Kingdom
$244K – – –
CTA
445
Chesley Taft & Associates
Illinois
$244K – – –
HAM
446
Hedges Asset Management
Nevada
$244K – – –
NHFG
447
New Harbor Financial Group
Massachusetts
$243K – – –
SG
448
StoneX Group
New York
$240K +$234K +3,930 New
VCA
449
Verdence Capital Advisors
Maryland
$237K +$1.19K +20 +0.5%
M1FG
450
Mach-1 Financial Group
Arkansas
$236K – – –