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Wheaton Precious Metals

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
451
Tradition Wealth Management
Minnesota
$266K
CWS
452
Confluence Wealth Services
Pennsylvania
$265K -$18.6K -300 -6%
NAS
453
NWF Advisory Services
California
$264K +$290K +4,686 New
HWM
454
HB Wealth Management
Georgia
$263K
Truist Financial
455
Truist Financial
North Carolina
$255K +$4.64K +75 +2%
IAIM
456
International Assets Investment Management
Florida
$254K -$17M -273,826 -98%
CIA
457
Concurrent Investment Advisors
Florida
$253K +$20.8K +336 +8%
NHFG
458
New Harbor Financial Group
Massachusetts
$252K +$31.2K +504 +13%
FFO
459
Fiduciary Family Office
Florida
$252K +$277K +4,479 New
VFA
460
Valeo Financial Advisors
Indiana
$249K -$62 -1 -0%
FTWA
461
Fifth Third Wealth Advisors
Ohio
$247K
TWPM
462
Total Wealth Planning & Management
Florida
$244K +$269K +4,335 New
BAM
463
Brave Asset Management
New Jersey
$242K
PP
464
PDS Planning
Ohio
$241K -$8.98K -145 -3%
CLA
465
Carnegie Lake Advisors
New Jersey
$240K
TSWM
466
Tyler-Stone Wealth Management
Ohio
$240K +$496 +8 +0.2%
EPAM
467
Evelyn Partners Asset Management
$236K +$260K +4,200 New
SS
468
SBI Securities
Japan
$236K +$260K +4,199 New
S
469
SimplyRich
California
$236K
AZ
470
Alpha Zero
Florida
$234K +$257K +4,157 New
GVAG
471
Great Valley Advisor Group
Delaware
$234K +$3.65K +59 +1%
LBC
472
Leigh Baldwin & Co
New York
$232K +$255K +4,124 New
JPWM
473
Jamison Private Wealth Management
Georgia
$230K +$47.4K +766 +23%
SIC
474
Salem Investment Counselors
North Carolina
$229K
EWA
475
Exencial Wealth Advisors
Oklahoma
$228K +$681 +11 +0.3%