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Wheaton Precious Metals
WPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LKIM
601
Lawson Kroeker Investment Management
Nebraska
$294K – – –
SCP
602
Sivia Capital Partners
California
$293K -$1.5K -14 -0.6%
AWM
603
Athena Wealth Management
Nevada
$292K +$266K +2,488 New
CIA
604
Capital Investment Advisors
Georgia
$289K +$9.96K +93 +4%
MWM
605
Modera Wealth Management
New Jersey
$289K +$45.6K +426 +21%
WANY
606
Wealthspire Advisors (New York)
New York
$286K +$178K +1,661 +215%
VEA
607
Virtus ETF Advisers
New York
$282K +$253K +2,362 New
AG
608
Ascent Group
Virginia
$281K +$33.8K +316 +15%
BOSSRA
609
B.O.S.S. Retirement Advisors
Utah
$279K +$5.25K +49 +2%
WDL
610
Well Done LLC
Michigan
$276K +$251K +2,348 New
DIA
611
Dana Investment Advisors
Wisconsin
$273K – – –
CW
612
CreativeOne Wealth
Kansas
$270K -$195K -1,823 -44%
SFG
613
Synergy Financial Group
California
$269K – – –
AUB
614
Atlantic Union Bankshares
Virginia
$267K -$29.4K -275 -11%
LTI
615
Laffer Tengler Investments
Tennessee
$266K +$33.2K +310 +16%
CPIG
616
Chicago Partners Investment Group
Illinois
$264K +$194K +1,808 New
RIM
617
Redwood Investment Management
Arizona
$264K +$321 +3 +0.1%
VVP
618
Venture Visionary Partners
Ohio
$259K +$21.4K +200 +10%
TDB
619
Thompson David Blair
$259K +$236K +2,200 New
OP
620
Oath Planning
Oklahoma
$258K +$235K +2,199 New
SAM
621
Smartleaf Asset Management
Massachusetts
$255K +$21.6K +202 +10%
JAWA
622
John A. Wolfe & Associates
Michigan
$251K +$229K +2,136 New
CWIG
623
Chung Wu Investment Group
Texas
$250K +$214K +2,000 +1,538%
RSWM
624
Robertson Stephens Wealth Management
California
$249K +$227K +2,123 New
WAG
625
Windsor Advisory Group
Ohio
$249K +$227K +2,120 New
23 24
25
26 27