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Wheaton Precious Metals

Name Holding Trade Value Shares
Change
Change in
Stake
LTI
601
Laffer Tengler Investments
Tennessee
$406K +$116K +834 +37%
Kayne Anderson Rudnick Investment Management
602
Kayne Anderson Rudnick Investment Management
California
$404K +$429K +3,082 New
MG
603
Marex Group
$402K +$427K +3,071 New
WAAG
604
Wealth Alliance Advisory Group
Kansas
$396K
SIC
605
Salem Investment Counselors
North Carolina
$395K -$4.59K -33 -1%
MIM
606
Meridiem Investment Management
United Kingdom
$393K -$139K -1,000 -25%
UPS
607
UHLMANN PRICE SECURITIES
Illinois
$393K
AG
608
Ascent Group
Virginia
$389K +$80.1K +576 +24%
WB
609
WesBanco Bank
West Virginia
$383K
CWA
610
Crusonia Wealth Advisors
Colorado
$381K
VAS
611
Vestmark Advisory Solutions
Massachusetts
$375K +$398K +2,859 New
UBS AM
612
UBS AM
Illinois
$372K +$320K +2,304 +429%
PCS
613
Personal CFO Solutions
New Jersey
$367K -$12.7K -91 -3%
BOSSRA
614
B.O.S.S. Retirement Advisors
Utah
$363K +$55.2K +397 +17%
TFA
615
TrustWell Financial Advisors
Florida
$361K +$383K +2,752 New
GC
616
Grimes & Company
Massachusetts
$360K
IWA
617
Icon Wealth Advisors
Texas
$359K +$556 +4 +0.1%
IAIM
618
International Assets Investment Management
Florida
$359K +$365K +2,621 New
CCM
619
Coldstream Capital Management
Washington
$356K +$378K +2,715 New
SEA
620
Stegent Equity Advisors
Texas
$354K
SWIM
621
Smallwood Wealth Investment Management
New Jersey
$354K
NIM
622
Nicollet Investment Management
Minnesota
$352K +$373K +2,685 New
RPA
623
Rock Point Advisors
Vermont
$351K -$41.7K -300 -10%
HSBC Holdings
624
HSBC Holdings
United Kingdom
$345K +$369K +2,650 New
PA
625
Pinnacle Associates
New York
$345K