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Wheaton Precious Metals
WPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
626
Regal Investment Advisors
Michigan
$291K -$165K -1,272 -33%
MNBTD
627
Moody National Bank Trust Division
Texas
$291K – – –
CCA
628
Checchi Capital Advisers
California
$289K – – –
DWM
629
Diversify Wealth Management
Utah
$286K +$25.4K +195 +8%
DAS
630
Diversify Advisory Services
Utah
$286K +$332K +2,553 New
LW
631
Lauer Wealth
Indiana
$286K +$343K +2,633 New
FHC
632
First Horizon Corporation
Tennessee
$285K – – –
PWG
633
Portside Wealth Group
Utah
$283K +$328K +2,524 New
BA
634
Bridgewater Advisors
New York
$282K +$14.4K +111 +5%
ZIM
635
Zacks Investment Management
Illinois
$282K -$143K -1,099 -30%
MYIA
636
Mount Yale Investment Advisors
Colorado
$282K +$326K +2,506 New
PCMN
637
Paradigm Capital Management (Nevada)
Nevada
$281K – – –
LKIM
638
Lawson Kroeker Investment Management
Nebraska
$281K – – –
FWCM
639
Ferguson Wellman Capital Management
Oregon
$281K +$325K +2,500 New
BAM
640
Brave Asset Management
New Jersey
$280K -$142K -1,088 -30%
CP
641
Canopy Partners
Ohio
$278K +$911 +7 +0.3%
OP
642
Oath Planning
Oklahoma
$277K +$35K +269 +12%
MWM
643
Modera Wealth Management
New Jersey
$276K +$911 +7 +0.3%
BOSSRA
644
B.O.S.S. Retirement Advisors
Utah
$273K -$44.5K -342 -12%
RA
645
RFG Advisory
Alabama
$269K -$1.43K -11 -0.5%
SWP
646
Sagespring Wealth Partners
Tennessee
$267K +$37.9K +291 +14%
FA
647
Fermata Advisors
California
$264K +$74.4K +572 +32%
DIA
648
Dana Investment Advisors
Wisconsin
$261K – – –
SR
649
Swiss Re
Switzerland
$258K +$299K +2,295 New
AWM
650
Athena Wealth Management
Nevada
$257K +$911 +7 +0.3%
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