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Wheaton Precious Metals
WPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
576
Physician Wealth Advisors
Utah
$176K – – –
BIG
577
Brooklyn Investment Group
New York
$155K +$32.4K +385 +29%
SAM
578
Smartleaf Asset Management
Massachusetts
$150K +$23.9K +284 +20%
NFSG
579
Newbridge Financial Services Group
Florida
$150K +$104K +1,240 +287%
CH
580
Cromwell Holdings
Wyoming
$134K – – –
OP
581
ORG Partners
Indiana
$132K +$4.63K +55 +4%
AAG
582
Armstrong Advisory Group
Massachusetts
$131K +$97.1K +1,154 +385%
VCM
583
Versant Capital Management
Arizona
$110K +$6.9K +82 +7%
RWM
584
RMG Wealth Management
Wisconsin
$106K +$101K +1,200 New
MPWT
585
MassMutual Private Wealth & Trust
Connecticut
$101K -$3.54K -42 -4%
GSWM
586
Golden State Wealth Management
California
$98.8K – – –
JWA
587
JFS Wealth Advisors
Pennsylvania
$98.8K +$84.2K +1,000 +1,000%
DF
588
Dunhill Financial
United Kingdom
$94.5K – – –
MCM
589
Manchester Capital Management
Vermont
$92.5K – – –
GCM
590
Gables Capital Management
Florida
$89.8K – – –
TCOV
591
Trust Company of Vermont
Vermont
$85.4K +$80.1K +951 New
GRP
592
Global Retirement Partners
California
$82.1K +$77K +915 New
ANBT
593
American National Bank & Trust
Texas
$80.8K +$75.8K +900 New
CAL
594
Capital Analysts LLC
Pennsylvania
$70K -$43.8K -520 -40%
AAM
595
Advisors Asset Management
Colorado
$69.6K +$65.2K +775 New
WT
596
Whittier Trust
California
$68.5K – – –
GI
597
GAMMA Investing
California
$65.6K – – –
CFB
598
Cullen/Frost Bankers
Texas
$65.3K -$437K -5,187 -88%
FWA
599
Flagship Wealth Advisors
Massachusetts
$65K – – –
HWM
600
HighMark Wealth Management
Minnesota
$64.2K -$26.4K -313 -30%
22 23
24
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