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Wheaton Precious Metals
WPM

Name Holding Trade Value Shares
Change 		Change in
Stake
JPWM
501
Jamison Private Wealth Management
Georgia
$349K -$79K -939 -19%
FAFN
502
First Affirmative Financial Network
Colorado
$345K +$21.5K +255 +7%
CM
503
Capula Management
Cayman Islands
$343K +$236K +2,800 New
ACM
504
Avalon Capital Management
California
$341K – – –
BCA
505
Bay Colony Advisors
Massachusetts
$338K -$7.83K -93 -2%
AA
506
Aire Advisors
California
$337K -$126K -1,500 -29%
IAA
507
Independent Advisor Alliance
North Carolina
$335K +$314K +3,733 New
GVAG
508
Great Valley Advisor Group
Delaware
$333K +$3.79K +45 +1%
VHAM
509
Van Hulzen Asset Management
California
$333K -$2.6M -30,869 -89%
RWM
510
Ritholtz Wealth Management
New York
$330K – – –
KPWS
511
Kestra Private Wealth Services
Texas
$329K +$49.2K +584 +19%
AF
512
Advisornet Financial
Minnesota
$328K -$1.26K -15 -0.4%
SIC
513
Salem Investment Counselors
North Carolina
$323K -$40K -475 -12%
AC
514
Apella Capital
Connecticut
$320K +$39.7K +471 +16%
BGC
515
Beutel, Goodman & Co
Ontario, Canada
$314K – – –
FIA
516
Foundations Investment Advisors
Arizona
$313K +$28.3K +336 +11%
BFA
517
Benedict Financial Advisors
Georgia
$312K -$14.6K -173 -5%
QC
518
Quent Capital
New York
$311K – – –
SI
519
Seeds Investor
New York
$309K -$1.94K -23 -0.7%
MIM
520
MTM Investment Management
South Carolina
$302K +$926 +11 +0.3%
DWM
521
Diversify Wealth Management
Utah
$301K -$128K -1,515 -33%
FIM
522
Fruth Investment Management
Texas
$300K – – –
LAM
523
Lewis Asset Management
California
$294K +$276K +3,275 New
WJWM
524
Williams Jones Wealth Management
New York
$289K – – –
PSP
525
Principal Street Partners
Tennessee
$286K +$269K +3,190 New
19 20
21
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