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Wheaton Precious Metals
WPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
501
Clear Point Advisors
New York
$9.87K +$9.05K +200 New
CHC
502
City Holding Co
West Virginia
$9.82K – – –
CFB
503
Cullen/Frost Bankers
Texas
$8.34K -$10.5K -231 -58%
IFAM
504
Institutional & Family Asset Management
Colorado
$7.84K +$90 +2 +1%
SA
505
Scarborough Advisors
Maryland
$7.45K +$6.83K +151 New
PMFA
506
Plante Moran Financial Advisors
Michigan
$7.4K – – –
UB
507
UMB Bank
Missouri
$7.4K – – –
AA
508
Addison Advisors
Vermont
$7.35K +$6.74K +149 New
BIA
509
Bell Investment Advisors
California
$7.06K +$633 +14 +11%
ITIM
510
Indiana Trust & Investment Management
Indiana
$7.01K +$6.42K +142 New
HCM
511
Hollencrest Capital Management
California
$6.71K – – –
FMTCOCP
512
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K +$5.88K +130 New
PS
513
Planned Solutions
California
$5.82K +$5.34K +118 New
LFA
514
Livelsberger Financial Advisory
Ohio
$5.37K +$4.93K +109 New
CAS
515
Coppell Advisory Solutions
Texas
$5.26K -$90.4K -1,999 -95%
JWA
516
JFS Wealth Advisors
Pennsylvania
$5.18K – – –
EWM
517
Evermay Wealth Management
Virginia
$4.93K – – –
SIS
518
Sound Income Strategies
Florida
$4.93K – – –
ZB
519
Zions Bancorporation
Utah
$3.9K – – –
NC
520
NewSquare Capital
Pennsylvania
$3.85K – – –
CSC
521
Caldwell Sutter Capital
California
$3.7K -$1.13K -25 -25%
VWM
522
Venturi Wealth Management
Texas
$3.6K – – –
AT
523
Arlington Trust
Alabama
$3.45K +$3.17K +70 New
AI
524
Arvest Investments
Arkansas
$2.47K +$2.26K +50 New
TRCT
525
Tower Research Capital (TRC)
New York
$1.97K -$79.1K -1,748 -98%
19 20
21
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