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Wheaton Precious Metals
WPM

Name Holding Trade Value Shares
Change 		Change in
Stake
S
501
SimplyRich
California
$469K – – –
P
502
&Partners
Tennessee
$464K -$304K -3,106 -43%
LBC
503
Leigh Baldwin & Co
New York
$462K – – –
CIA
504
Concurrent Investment Advisors
Florida
$461K +$195 +2 +0%
CW
505
CreativeOne Wealth
Kansas
$460K +$94.6K +968 +31%
EWA
506
Exencial Wealth Advisors
Oklahoma
$455K +$879 +9 +0.2%
MIM
507
Meridiem Investment Management
United Kingdom
$447K – – –
CTA
508
Chesley Taft & Associates
Illinois
$447K – – –
HAM
509
Hedges Asset Management
Nevada
$447K – – –
FAFN
510
First Affirmative Financial Network
Colorado
$445K +$13K +133 +3%
BRWA
511
B. Riley Wealth Advisors
Florida
$445K +$98K +1,003 +34%
OIA
512
OneDigital Investment Advisors
Kansas
$444K +$2.44K +25 +0.6%
MWM
513
Mission Wealth Management
California
$439K -$586 -6 -0.2%
NFG
514
Nations Financial Group
Iowa
$438K +$2.15K +22 +0.6%
SEA
515
Stegent Equity Advisors
Texas
$428K -$314K -3,217 -46%
ACM
516
Avalon Capital Management
California
$425K – – –
FIA
517
Foundations Investment Advisors
Arizona
$424K +$29.3K +300 +9%
RPA
518
Rock Point Advisors
Vermont
$423K -$19.5K -200 -5%
MM
519
MQS Management
New York
$422K +$369K +3,777 New
GVAG
520
Great Valley Advisor Group
Delaware
$416K +$195 +2 +0.1%
VHAM
521
Van Hulzen Asset Management
California
$415K – – –
MNBTD
522
Moody National Bank Trust Division
Texas
$409K -$44.9K -459 -11%
TC
523
TwinBeech Capital
New York
$409K +$357K +3,656 New
ZIM
524
Zacks Investment Management
Illinois
$404K +$353K +3,609 New
WSC
525
Wellington Shields & Co
New York
$403K +$48.9K +500 +16%
19 20
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