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Wheaton Precious Metals
WPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWC
601
PYA Waltman Capital
Tennessee
$242K -$57.8K -592 -21%
BJL
602
Brighton Jones LLC
Washington
$241K -$13.4K -137 -6%
AWP
603
Abacus Wealth Partners
California
$238K +$208K +2,132 New
FCC
604
Flower City Capital
New York
$238K +$208K +2,127 New
CRC
605
Curi RMB Capital
Illinois
$237K +$207K +2,116 New
AG
606
Ascent Group
Virginia
$232K +$203K +2,076 New
AAM
607
Augustine Asset Management
Florida
$232K +$203K +2,075 New
MWM
608
Modera Wealth Management
New Jersey
$227K +$199K +2,033 New
FA
609
Fermata Advisors
California
$227K +$198K +2,028 New
BL
610
Balentine LLC
Georgia
$226K +$197K +2,017 New
CWP
611
Cyndeo Wealth Partners
Florida
$226K +$197K +2,016 New
NP
612
NorthRock Partners
Minnesota
$225K +$197K +2,011 New
SOW
613
State of Wyoming
Wyoming
$225K -$654K -6,698 -77%
GF
614
Goodman Financial
Texas
$224K +$195K +2,000 New
HI
615
Hudock Inc
Pennsylvania
$224K +$195K +2,000 New
VVP
616
Venture Visionary Partners
Ohio
$224K +$195K +2,000 New
GIM
617
Gold Investment Management
Alberta, Canada
$221K +$293 +3 +0.2%
PWA
618
Physician Wealth Advisors
Utah
$219K – – –
LTI
619
Laffer Tengler Investments
Tennessee
$219K +$191K +1,956 New
WA
620
Waddell & Associates
Tennessee
$219K +$191K +1,954 New
DWP
621
Daymark Wealth Partners
Ohio
$218K +$191K +1,950 New
IWA
622
IVC Wealth Advisors
Pennsylvania
$217K +$189K +1,938 New
SAM
623
Smartleaf Asset Management
Massachusetts
$214K +$21.3K +218 +13%
RCA
624
Ranch Capital Advisors
Florida
$213K +$186K +1,908 New
GIP
625
Greatmark Investment Partners
Georgia
$210K +$183K +1,875 New
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