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Wheaton Precious Metals
WPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
526
Synergy Asset Management
Washington
$482K +$12.4K +95 +2%
BWA
527
Basecamp Wealth Advisors
Washington
$482K +$81.7K +628 +17%
CWS
528
Confluence Wealth Services
Pennsylvania
$479K +$45.5K +350 +9%
FCA
529
Fortis Capital Advisors
Kansas
$472K +$260 +2 +0%
FWP
530
Flatrock Wealth Partners
California
$472K -$520 -4 -0.1%
WDC
531
Woodward Diversified Capital
California
$472K – – –
MA
532
Mutual Advisors
Nebraska
$470K +$75.7K +582 +16%
MWM
533
Mission Wealth Management
California
$469K +$59.6K +458 +12%
PS
534
Principal Securities
Iowa
$468K +$542K +4,168 New
UBP
535
Union Bancaire Privee
Switzerland
$463K – – –
TWPM
536
Total Wealth Planning & Management
Florida
$461K – – –
NP
537
NorthRock Partners
Minnesota
$461K +$328K +2,518 +159%
OIA
538
OneDigital Investment Advisors
Kansas
$461K +$24.9K +191 +5%
SL
539
Sentinus LLC
Illinois
$456K -$17.3K -133 -3%
AC
540
Apella Capital
Connecticut
$451K +$1.82K +14 +0.3%
SRL
541
Scientech Research LLC
New Jersey
$450K +$521K +4,006 New
VCA
542
Verdence Capital Advisors
Maryland
$450K +$2.21K +17 +0.4%
YDMI
543
Y.D. More Investments
Israel
$449K – – –
NFG
544
Nations Financial Group
Iowa
$449K -$43.5K -334 -8%
T
545
Tableaux
Massachusetts
$446K +$14.4K +111 +3%
EH
546
Equitable Holdings
New York
$446K -$283K -2,178 -35%
LBC
547
Leigh Baldwin & Co
New York
$445K +$130 +1 +0%
NHFG
548
New Harbor Financial Group
Massachusetts
$443K +$88.6K +681 +21%
NSUP
549
NLB Skladi upravljanje premozenja
$441K -$55.9K -430 -10%
BCA
550
Bay Colony Advisors
Massachusetts
$440K -$8.2K -63 -2%
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