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Wheaton Precious Metals
WPM

Name Holding Trade Value Shares
Change 		Change in
Stake
OR
526
Olympiad Research
Connecticut
$400K +$350K +3,577 New
CLA
527
Carnegie Lake Advisors
New Jersey
$400K -$67.3K -689 -16%
MFIM
528
Mesirow Financial Investment Management
Illinois
$398K +$39.9K +408 +13%
AC
529
Apella Capital
Connecticut
$396K +$3.42K +35 +1%
EWA
530
EverSource Wealth Advisors
Alabama
$396K +$48.7K +498 +16%
SI
531
Seeds Investor
New York
$392K +$5.96K +61 +2%
BGC
532
Beutel, Goodman & Co
Ontario, Canada
$391K – – –
CA
533
Clearstead Advisors
Ohio
$390K +$126K +1,287 +58%
SIC
534
Salem Investment Counselors
North Carolina
$388K -$12.2K -125 -3%
QC
535
Quent Capital
New York
$387K – – –
BAM
536
Belpointe Asset Management
Nevada
$386K +$69.4K +710 +26%
BFA
537
Benedict Financial Advisors
Georgia
$385K -$3.62K -37 -1%
FC
538
FORA Capital
Florida
$383K +$335K +3,429 New
AF
539
Advisornet Financial
Minnesota
$382K -$23K -235 -6%
MIM
540
MTM Investment Management
South Carolina
$376K +$489 +5 +0.1%
FIM
541
Fruth Investment Management
Texas
$374K – – –
VCA
542
Verdence Capital Advisors
Maryland
$373K +$1.27K +13 +0.3%
NWAG
543
Net Worth Advisory Group
Utah
$371K +$324K +3,314 New
LAM
544
Lewis Asset Management
California
$366K – – –
AA
545
Aire Advisors
California
$365K -$47.8K -489 -13%
FFN
546
Focus Financial Network
Minnesota
$361K +$16.7K +171 +6%
SSWM
547
Smith Salley Wealth Management
North Carolina
$352K – – –
GAA
548
Global Assets Advisory
Florida
$351K – – –
HIP
549
HUB Investment Partners
Texas
$348K +$304K +3,114 New
ZF
550
Zhang Financial
Michigan
$343K +$299K +3,064 New
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