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Wheaton Precious Metals
WPM

Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
751
Essential Investment Partners
Colorado
$21.2K +$19.3K +180 New
PCFFS
752
Pacific Center for Financial Services
California
$20.5K – – –
SIS
753
Sound Income Strategies
Florida
$20.3K – – –
MWA
754
Medallion Wealth Advisors
Connecticut
$18.9K – – –
LWM
755
Lodestone Wealth Management
Washington
$18.8K +$17.1K +160 New
MPW
756
MASECO Private Wealth
$16.8K +$15.3K +143 New
HCM
757
Hollencrest Capital Management
California
$16K – – –
BTC
758
Bank & Trust Company
Illinois
$15.9K – – –
UB
759
UMB Bank
Missouri
$15.3K -$128K -1,200 -90%
SC
760
SouthState Corp
Florida
$15.3K – – –
AEPWM
761
Atlantic Edge Private Wealth Management
Florida
$14.7K +$2.68K +25 +25%
LWMI
762
Legacy Wealth Management (Idaho)
Idaho
$14.1K – – –
CMP
763
Coston McIsaac & Partners
Maine
$14K – – –
MCM
764
Manchester Capital Management
Vermont
$12.3K -$110K -1,030 -91%
MSFP
765
Mark Sheptoff Financial Planning
Connecticut
$11.8K – – –
HWM
766
HighMark Wealth Management
Minnesota
$11.8K -$10.7K -100 -50%
CSC
767
Caldwell Sutter Capital
California
$11.8K -$2.68K -25 -20%
DWM
768
Darwin Wealth Management
Florida
$11.8K – – –
HNB
769
Hilltop National Bank
Wyoming
$11.8K – – –
TCM
770
Tradewinds Capital Management
Washington
$11.8K – – –
CAM
771
Costello Asset Management
Pennsylvania
$11.8K +$10.7K +100 New
KFI
772
Key Financial Inc
Pennsylvania
$11.3K – – –
PTC
773
Private Trust Company
Ohio
$11K +$3.21K +30 +47%
STB
774
S&T Bank
Pennsylvania
$10.6K +$9.64K +90 New
CPG
775
Cornerstone Planning Group
New Jersey
$10.3K +$3K +28 +74%
29 30
31
32 33