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Wheaton Precious Metals
WPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CGA
501
Crescent Grove Advisors
Illinois
$526K +$479K +4,473 New
PA
502
Parallel Advisors
California
$525K +$7.07K +66 +2%
NFG
503
Nations Financial Group
Iowa
$522K +$56.4K +527 +13%
CP
504
CenterBook Partners
Connecticut
$518K +$20.6K +192 +5%
FTWA
505
Fifth Third Wealth Advisors
Ohio
$517K – – –
BAM
506
Burkett Asset Management
$512K +$466K +4,350 New
NSUP
507
NLB Skladi upravljanje premozenja
$511K +$466K +4,348 New
BCM
508
Banyan Capital Management
Georgia
$508K – – –
PA
509
PharVision Advisers
Florida
$507K +$462K +4,318 New
CWS
510
Confluence Wealth Services
Pennsylvania
$502K -$10.7K -100 -2%
SAM
511
Synergy Asset Management
Washington
$500K -$932K -8,708 -67%
SFS
512
Sowell Financial Services
Arkansas
$498K -$8.14K -76 -2%
FWP
513
Flatrock Wealth Partners
California
$495K +$451K +4,210 New
CIA
514
Concurrent Investment Advisors
Florida
$494K +$8.35K +78 +2%
EPAM
515
Evelyn Partners Asset Management
$494K – – –
WDC
516
Woodward Diversified Capital
California
$494K – – –
S
517
SimplyRich
California
$493K – – –
TWPM
518
Total Wealth Planning & Management
Florida
$483K +$440K +4,107 New
TMC
519
Themes Management Co
Connecticut
$475K +$433K +4,042 New
HAM
520
Hedges Asset Management
Nevada
$470K – – –
MIM
521
Meridiem Investment Management
United Kingdom
$470K – – –
LBC
522
Leigh Baldwin & Co
New York
$466K -$17.8K -166 -4%
OIA
523
OneDigital Investment Advisors
Kansas
$464K -$2.46K -23 -0.6%
KF
524
Krilogy Financial
Missouri
$464K – – –
MWM
525
Mission Wealth Management
California
$464K +$2.68K +25 +0.6%
19 20
21
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