We are live on ! Find out more
WPM icon

Wheaton Precious Metals
WPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAI
501
Capital Advisors Inc
Oklahoma
$613K +$14.6K +112 +2%
JPWM
502
Jamison Private Wealth Management
Georgia
$605K +$42.8K +329 +7%
WS
503
Wedbush Securities
California
$603K -$53.3K -410 -7%
PFA
504
Pure Financial Advisors
California
$602K +$44.5K +342 +7%
PWM
505
Perigon Wealth Management
California
$598K +$25.1K +193 +4%
DAS
506
Dynamic Advisor Solutions
Arizona
$595K -$31.6K -243 -4%
AWA
507
Arkadios Wealth Advisors
Georgia
$580K -$196K -1,508 -23%
EMCIP
508
Ewing Morris & Co Investment Partners
Ontario, Canada
$580K +$97.6K +750 +17%
CPCM
509
Cardinal Point Capital Management
Ontario, Canada
$575K – – –
LOAMS
510
Lombard Odier Asset Management (Switzerland)
Switzerland
$571K -$437K -3,362 -40%
HP
511
Hartree Partners
New York
$562K +$651K +5,000 New
EIM
512
Essex Investment Management
Massachusetts
$551K – – –
TWM
513
Tradition Wealth Management
Minnesota
$547K +$27.1K +208 +4%
CWS
514
Cypress Wealth Services
California
$546K -$29.9K -230 -5%
SCM
515
Shelton Capital Management
Colorado
$529K -$2.34K -18 -0.4%
LAM
516
Lewis Asset Management
California
$528K – – –
PP
517
PDS Planning
Ohio
$527K +$8.07K +62 +1%
GCP
518
GSA Capital Partners
United Kingdom
$515K +$596K +4,582 New
UAG
519
United Advisor Group
Ohio
$515K -$6.25K -48 -1%
PA
520
Parallel Advisors
California
$505K -$6.12K -47 -1%
BCP
521
Berkeley Capital Partners
Georgia
$499K +$5.2K +40 +0.9%
CIA
522
Concurrent Investment Advisors
Florida
$494K +$52.6K +404 +10%
SWP
523
Summit Wealth Partners
Florida
$494K – – –
SFS
524
Sowell Financial Services
Arkansas
$491K +$38.8K +298 +7%
EWA
525
EverSource Wealth Advisors
Alabama
$488K -$41.5K -319 -7%
19 20
21
22 23