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Wheaton Precious Metals
WPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
676
Intrua Financial
Texas
$221K +$1.17K +9 +0.5%
4WM
677
49 Wealth Management
Texas
$220K +$255K +1,960 New
A
678
Alongside
Texas
$220K +$255K +1,960 New
PP
679
Patten & Patten
Tennessee
$220K +$255K +1,960 New
WA
680
Waddell & Associates
Tennessee
$219K – – –
ACA
681
Aptus Capital Advisors
Alabama
$217K -$9.89K -76 -4%
RPGK
682
Retirement Planning Group (Kansas)
Kansas
$216K +$250K +1,923 New
VCM
683
Versant Capital Management
Arizona
$215K -$31.5K -242 -11%
RCA
684
Ranch Capital Advisors
Florida
$214K – – –
AWM
685
Alterna Wealth Management
Texas
$214K +$247K +1,901 New
CFS
686
Cannon Financial Strategists
Georgia
$212K – – –
LWAM
687
Legacy Wealth Asset Management
Minnesota
$212K +$245K +1,885 New
FRA
688
Frank Rimerman Advisors
California
$209K +$10.3K +79 +4%
JDLA
689
J. Derek Lewis & Associates
California
$208K +$241K +1,850 New
4WM
690
44 Wealth Management
Oregon
$207K +$239K +1,840 New
WRPWM
691
Werba Rubin Papier Wealth Management
California
$207K +$19.9K +153 +9%
GI
692
GAMMA Investing
California
$206K – – –
MA
693
MONECO Advisors
Connecticut
$203K +$4.29K +33 +2%
MGIA
694
Moneta Group Investment Advisors
Missouri
$202K +$234K +1,795 New
CWM
695
Calamos Wealth Management
Illinois
$201K – – –
NG
696
Norden Group
Utah
$201K +$232K +1,786 New
CJ
697
Caitlin John
Michigan
$197K -$55K -423 -19%
TC
698
Tacita Capital
Ontario, Canada
$184K – – –
CSP
699
Cary Street Partners
Virginia
$176K -$1.3K -10 -0.6%
CH
700
Cromwell Holdings
Wyoming
$167K – – –
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