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Franklin Templeton

Name Holding Trade Value Shares
Change
Change in
Stake
AWC
226
Abundance Wealth Counselors
Pennsylvania
$800K -$3.61K -175 -0.5%
VRS
227
Virginia Retirement Systems
Virginia
$799K +$690K +33,500 New
WP
228
Woodline Partners
California
$799K +$151K +7,308 +28%
SLWA
229
San Luis Wealth Advisors
California
$789K +$682K +33,083 New
Skandinaviska Enskilda Banken (SEB)
230
Skandinaviska Enskilda Banken (SEB)
Sweden
$779K -$566K -27,486 -46%
NAAA
231
New Age Alpha Advisors
New York
$773K -$718K -34,820 -52%
Vanguard Personalized Indexing Management
232
Vanguard Personalized Indexing Management
California
$766K +$236K +11,432 +55%
GXJ
233
Global X Japan
Japan
$765K +$40.3K +1,954 +6%
QCG
234
Quadrant Capital Group
Ohio
$756K +$479K +23,253 +276%
AP
235
Americana Partners
Texas
$755K +$652K +31,639 New
ECA
236
Elevated Capital Advisors
Utah
$743K
X
237
Xponance
Pennsylvania
$711K -$281K -13,650 -31%
LP
238
LMR Partners
United Kingdom
$687K +$594K +28,819 New
Wealth Enhancement Advisory Services
239
Wealth Enhancement Advisory Services
Minnesota
$683K -$67.7K -3,283 -11%
Public Employees Retirement Association of Colorado
240
Public Employees Retirement Association of Colorado
Colorado
$677K
Natixis Advisors
241
Natixis Advisors
Massachusetts
$664K +$111K +5,407 +24%
SKK
242
Shepherd Kaplan Krochuk
Massachusetts
$664K -$1.55K -75 -0.3%
KWM
243
Kingsview Wealth Management
Oregon
$659K +$569K +27,634 New
LOAMS
244
Lombard Odier Asset Management (Switzerland)
Switzerland
$658K -$367K -17,821 -39%
SW
245
SlateStone Wealth
Florida
$654K
Corient Private Wealth
246
Corient Private Wealth
Florida
$646K +$203K +9,840 +57%
DADC
247
D.A. Davidson & Co
Montana
$645K +$40.4K +1,959 +8%
FMTC
248
Farmers & Merchants Trust Company
California
$640K +$7.89K +383 +1%
OPERF
249
Oregon Public Employees Retirement Fund
Oregon
$639K +$4.12K +200 +0.8%
FCH
250
Freestone Capital Holdings
Washington
$636K +$340K +16,505 +162%