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Wheaton Precious Metals

Name Holding Trade Value Shares
Change
Change in
Stake
JPWM
476
Jamison Private Wealth Management
Georgia
$632K +$9.85K +92 +2%
CA
477
CoreCap Advisors
Michigan
$632K -$35.1K -328 -6%
SL
478
Sentinus LLC
Illinois
$627K +$572K +5,339 New
WLG
479
Williamson Legacy Group
Indiana
$620K -$935K -8,731 -62%
RWM
480
Ritholtz Wealth Management
New York
$619K +$2.25K +21 +0.4%
CPCM
481
Cardinal Point Capital Management
Ontario, Canada
$614K +$15.3K +143 +3%
HWM
482
HB Wealth Management
Georgia
$610K -$29.6K -276 -5%
ACM
483
Advisors Capital Management
New Jersey
$606K
SCM
484
Shelton Capital Management
Colorado
$600K -$7.71K -72 -1%
EMCIP
485
Ewing Morris & Co Investment Partners
Ontario, Canada
$596K -$278K -2,600 -34%
BCP
486
Berkeley Capital Partners
Georgia
$589K
PWM
487
Perigon Wealth Management
California
$584K -$115K -1,078 -18%
EIM
488
Essex Investment Management
Massachusetts
$577K -$149K -1,396 -22%
PFA
489
Pure Financial Advisors
California
$574K -$65.1K -608 -11%
CIAM
490
Caitong International Asset Management
Hong Kong
$569K +$519K +4,844 New
UAG
491
United Advisor Group
Ohio
$566K -$9.53K -89 -2%
FRM
492
Fox Run Management
Connecticut
$564K +$514K +4,797 New
PP
493
PDS Planning
Ohio
$563K +$35.3K +330 +7%
FIA
494
Foundations Investment Advisors
Arizona
$561K +$105K +983 +26%
TCA
495
Transcend Capital Advisors
New Jersey
$556K +$35.3K +330 +7%
TWM
496
Tradition Wealth Management
Minnesota
$556K
VFA
497
Valeo Financial Advisors
Indiana
$554K +$27.2K +254 +6%
LAM
498
Lewis Asset Management
California
$553K +$153K +1,430 +44%
Brown Advisory
499
Brown Advisory
Maryland
$544K -$36K -336 -7%
AAS
500
Ameritas Advisory Services
Nebraska
$542K +$408K +3,812 +477%