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Wheaton Precious Metals
WPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
776
Cary Street Partners Investment Advisory
Virginia
$32K +$417 +3 +1%
HCM
777
Hollencrest Capital Management
California
$30.9K +$13.9K +100 +74%
SIS
778
Sound Income Strategies
Florida
$29.3K +$8.9K +64 +43%
CPG
779
Cornerstone Planning Group
New Jersey
$28.6K +$22.5K +162 +245%
PP
780
Paladin Partners
Wisconsin
$26.3K – – –
EWM
781
Evermay Wealth Management
Virginia
$26.2K – – –
GWS
782
Greykasell Wealth Strategies
California
$26.2K – – –
CYG
783
Clean Yield Group
Vermont
$25.5K – – –
BFS
784
Burkett Financial Services
South Carolina
$24.1K – – –
PCFFS
785
Pacific Center for Financial Services
California
$24K – – –
BIA
786
Bell Investment Advisors
California
$21.2K -$9.04K -65 -29%
MWA
787
Medallion Wealth Advisors
Connecticut
$21.1K – – –
LWM
788
Lodestone Wealth Management
Washington
$21K – – –
NB
789
NBT Bank
New York
$20.6K -$34.5K -248 -61%
CTC
790
Central Trust Company
Missouri
$20.3K +$14.6K +105 +210%
TCM
791
Tradewinds Capital Management
Washington
$19.7K +$6.95K +50 +50%
CIM
792
Contravisory Investment Management
Massachusetts
$18.7K +$19.9K +143 New
MPW
793
MASECO Private Wealth
$18.7K – – –
BTC
794
Bank & Trust Company
Illinois
$17.7K – – –
SC
795
SouthState Corp
Florida
$17K – – –
LWMI
796
Legacy Wealth Management (Idaho)
Idaho
$17K +$1.39K +10 +8%
UB
797
UMB Bank
Missouri
$17K – – –
SA
798
Scarborough Advisors
Maryland
$16.8K +$17.8K +128 New
AEPWM
799
Atlantic Edge Private Wealth Management
Florida
$16.4K – – –
TWD
800
True Wealth Design
Ohio
$16.1K +$9.73K +70 +132%
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