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Wheaton Precious Metals

Name Holding Trade Value Shares
Change
Change in
Stake
CSC
501
Caldwell Sutter Capital
California
$3.54K – – –
VWM
502
Venturi Wealth Management
Texas
$3.44K – – –
EBA
503
Eagle Bay Advisors
New York
$3.21K +$3.07K +68 New
OWA
504
Opal Wealth Advisors
New York
$2.83K +$2.71K +60 New
PTC
505
Private Trust Company
Ohio
$2.45K +$2.35K +52 New
CTC
506
Central Trust Company
Missouri
$2.36K -$54.2K -1,200 -96%
AI
507
Arvest Investments
Arkansas
$2.36K – – –
TFA
508
Toth Financial Advisory
Virginia
$1.89K – – –
TH
509
TCTC Holdings
Texas
$1.6K – – –
CFGS
510
Concourse Financial Group Securities
Alabama
$1.41K – – –
BCMLT
511
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.31K – – –
ME
512
McIlrath & Eck
Washington
$1.18K – – –
CFFP
513
Center for Financial Planning
Michigan
$1.04K +$994 +22 New
PCM
514
Penserra Capital Management
California
$1K – – –
RWM
515
Raffa Wealth Management
District of Columbia
$990 – – –
CPG
516
Cornerstone Planning Group
New Jersey
$949 +$813 +18 New
JFGIW
517
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$472 – – –
TWD
518
True Wealth Design
Ohio
$378 +$136 +3 +60%
HGERS
519
Householder Group Estate & Retirement Specialist
Arizona
$236 – – –
VNIM
520
Vaughan Nelson Investment Management
Texas
– -$176M -3,568,501 Closed
NIMI
521
Natixis Investment Managers International
France
– -$33.6M -681,940 Closed
P3I
522
Progeny 3 Inc
Washington
– -$18.5M -375,200 Closed
IAM
523
Ion Asset Management
Israel
– -$17M -344,000 Closed
CAM
524
Cidel Asset Management
Ontario, Canada
– -$16.3M -329,592 Closed
UBS AM
525
UBS AM
Illinois
– -$15.3M -309,431 Closed