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Wheaton Precious Metals
WPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
601
Swan Capital
Florida
$4.95K +$496 +8 +10%
JAM
602
JCIC Asset Management
Ontario, Canada
$4.61K +$5.08K +82 New
ZB
603
Zions Bancorporation
Utah
$4.44K – – –
PTC
604
Private Trust Company
Ohio
$4.33K – – –
CSC
605
Caldwell Sutter Capital
California
$4.22K – – –
GM
606
GeoWealth Management
Illinois
$4.16K -$2.79K -45 -38%
TH
607
TCTC Holdings
Texas
$3.15K +$1.36K +22 +65%
RDIA
608
RE Dickinson Investment Advisors
Iowa
$3K +$310 +5 New
CTC
609
Central Trust Company
Missouri
$2.81K -$372 -6 -11%
AI
610
Arvest Investments
Arkansas
$2.81K – – –
GIA
611
GHP Investment Advisors
Colorado
$2.31K – – –
TFA
612
Toth Financial Advisory
Virginia
$2.25K – – –
ADL
613
Asset Dedication LLC
California
$2.19K +$2.42K +39 New
APW
614
Aventura Private Wealth
Florida
$2.19K +$2.42K +39 New
CPG
615
Cornerstone Planning Group
New Jersey
$2.13K -$496 -8 -18%
PCM
616
Penserra Capital Management
California
$2K – – –
AA
617
Addison Advisors
Vermont
$1.97K -$557 -9 -20%
SFGP
618
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.81K +$1.98K +32 New
CFGS
619
Concourse Financial Group Securities
Alabama
$1.77K – – –
BCMLT
620
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.57K – – –
ME
621
McIlrath & Eck
Washington
$1.41K – – –
RWM
622
Raffa Wealth Management
District of Columbia
$1.18K – – –
MG
623
Mather Group
Illinois
$1.13K – – –
LDB
624
Lee, Danner & Bass
Tennessee
$1.13K +$1.24K +20 New
VWM
625
Vermillion Wealth Management
Minnesota
$1.13K +$1.24K +20 New
23 24
25
26 27