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Franklin Templeton

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
401
Creative Planning
Kansas
$300K -$172K -5,306 -36%
SPC
402
Sigma Planning Corp
Michigan
$300K +$35.4K +1,093 +13%
AWM
403
Altium Wealth Management
New York
$299K +$303K +9,360 New
AIM
404
Aigen Investment Management
New York
$297K +$301K +9,284 New
GWM
405
Geneos Wealth Management
Colorado
$292K -$8.13K -251 -3%
RWA
406
Ropes Wealth Advisors
Massachusetts
$288K
IWC
407
Integrated Wealth Concepts
Massachusetts
$283K +$287K +8,844 New
KOCAA
408
Knights of Columbus Asset Advisors
Connecticut
$279K +$283K +8,721 New
Vanguard Personalized Indexing Management
409
Vanguard Personalized Indexing Management
California
$277K +$281K +8,664 New
GAM
410
Guinness Asset Management
United Kingdom
$276K +$51.8K +1,600 +23%
CI
411
Cigna Investments
Connecticut
$275K -$36.5K -1,127 -12%
CG
412
Cutler Group
California
$275K +$279K +8,608 New
SW
413
SteelPeak Wealth
California
$273K -$402K -12,423 -59%
DFCM
414
Dark Forest Capital Management
Puerto Rico
$273K +$276K +8,533 New
BMSSC
415
B. Metzler seel. Sohn & Co
Germany
$271K +$16.1K +497 +6%
WP
416
WealthShield Partners
North Carolina
$269K +$32.9K +1,016 +14%
MME
417
Meag Munich Ergo
Germany
$268K -$5.02K -155 -2%
CFG
418
Cooper Financial Group
California
$267K -$8.68K -268 -3%
KFP
419
KB Financial Partners
New Jersey
$267K +$38.5K +1,189 +17%
NB
420
Norinchukin Bank
Japan
$265K -$3.95K -122 -1%
SSW
421
Smith Shellnut Wilson
Mississippi
$265K -$3.43K -106 -1%
SW
422
SVB Wealth
Massachusetts
$263K -$1.91K -59 -0.7%
IRF
423
IBM Retirement Fund
New York
$262K -$34.5K -1,066 -12%
PGFC
424
Peapack-Gladstone Financial Corp
New Jersey
$259K +$29.6K +915 +13%
AF
425
Allworth Financial
California
$258K -$76.1K -2,348 -23%