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Wheaton Precious Metals
WPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WS
501
Wedbush Securities
California
$603K -$53.3K -410 -7%
PFA
502
Pure Financial Advisors
California
$602K +$44.5K +342 +7%
PWM
503
Perigon Wealth Management
California
$598K +$25.1K +193 +4%
DAS
504
Dynamic Advisor Solutions
Arizona
$595K -$31.6K -243 -4%
AWA
505
Arkadios Wealth Advisors
Georgia
$580K -$196K -1,508 -23%
EMCIP
506
Ewing Morris & Co Investment Partners
Ontario, Canada
$580K +$97.6K +750 +17%
CPCM
507
Cardinal Point Capital Management
Ontario, Canada
$575K – – –
LOAMS
508
Lombard Odier Asset Management (Switzerland)
Switzerland
$571K -$437K -3,362 -40%
HP
509
Hartree Partners
New York
$562K +$651K +5,000 New
EIM
510
Essex Investment Management
Massachusetts
$551K – – –
TWM
511
Tradition Wealth Management
Minnesota
$547K +$27.1K +208 +4%
CWS
512
Cypress Wealth Services
California
$546K -$29.9K -230 -5%
SCM
513
Shelton Capital Management
Colorado
$529K -$2.34K -18 -0.4%
LAM
514
Lewis Asset Management
California
$528K – – –
PP
515
PDS Planning
Ohio
$527K +$8.07K +62 +1%
GCP
516
GSA Capital Partners
United Kingdom
$515K +$596K +4,582 New
UAG
517
United Advisor Group
Ohio
$515K -$6.25K -48 -1%
PA
518
Parallel Advisors
California
$505K -$6.12K -47 -1%
BCP
519
Berkeley Capital Partners
Georgia
$499K +$5.2K +40 +0.9%
CIA
520
Concurrent Investment Advisors
Florida
$494K +$52.6K +404 +10%
SWP
521
Summit Wealth Partners
Florida
$494K – – –
SFS
522
Sowell Financial Services
Arkansas
$491K +$38.8K +298 +7%
EWA
523
EverSource Wealth Advisors
Alabama
$488K -$41.5K -319 -7%
BCM
524
Banyan Capital Management
Georgia
$486K – – –
PAS
525
Park Avenue Securities
New York
$483K +$559K +4,297 New
19 20
21
22 23