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Wheaton Precious Metals
WPM

Name Holding Trade Value Shares
Change 		Change in
Stake
VCA
526
Verdence Capital Advisors
Maryland
$464K – – –
P
527
&Partners
Tennessee
$463K -$22.2K -207 -5%
RIA
528
Regal Investment Advisors
Michigan
$458K +$418K +3,901 New
HIP
529
HUB Investment Partners
Texas
$457K +$83.1K +776 +25%
BCA
530
Bay Colony Advisors
Massachusetts
$456K -$58.4K -545 -12%
EWA
531
Exencial Wealth Advisors
Oklahoma
$456K -$20.3K -190 -5%
LJAC
532
L.J. Altfest & Co
New York
$454K -$1.23M -11,474 -75%
FC
533
Farringdon Capital
United Kingdom
$450K +$410K +3,828 New
ACM
534
Avalon Capital Management
California
$447K – – –
EWA
535
EverSource Wealth Advisors
Alabama
$445K +$26.1K +244 +7%
BRWA
536
B. Riley Wealth Advisors
Florida
$442K -$22.9K -214 -5%
AF
537
Advisornet Financial
Minnesota
$436K +$31.7K +296 +9%
VHAM
538
Van Hulzen Asset Management
California
$436K – – –
FFM
539
Fullerton Fund Management
Singapore
$436K +$396K +3,700 New
BWA
540
Basecamp Wealth Advisors
Washington
$430K +$392K +3,663 New
GVAG
541
Great Valley Advisor Group
Delaware
$428K -$8.03K -75 -2%
ZIM
542
Zacks Investment Management
Illinois
$424K – – –
WSC
543
Wellington Shields & Co
New York
$423K – – –
BAM
544
Brave Asset Management
New Jersey
$421K -$77.3K -722 -17%
CLA
545
Carnegie Lake Advisors
New Jersey
$420K – – –
DWM
546
Diversify Wealth Management
Utah
$416K +$5.67K +53 +2%
S
547
Storgate
Texas
$413K +$376K +3,513 New
BGC
548
Beutel, Goodman & Co
Ontario, Canada
$412K – – –
AC
549
Apella Capital
Connecticut
$411K +$428 +4 +0.1%
CA
550
Clearstead Advisors
Ohio
$410K +$321 +3 +0.1%
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