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Franklin Templeton

Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
401
CI Investments Inc
Ontario, Canada
$278K
ICM
402
IMS Capital Management
Oregon
$278K +$304K +9,967 New
CMI
403
Clare Market Investments
Texas
$276K +$113K +3,700 +60%
AWM
404
AE Wealth Management
Kansas
$274K -$2.66K -87 -0.9%
SF
405
Synovus Financial
Georgia
$265K
SW
406
SVB Wealth
Massachusetts
$264K -$56.8K -1,861 -16%
PG
407
Pendal Group
Australia
$263K +$288K +9,414 New
Fifth Third Bancorp
408
Fifth Third Bancorp
Ohio
$262K -$4.03K -132 -1%
RWA
409
Ropes Wealth Advisors
Massachusetts
$260K +$16.8K +550 +6%
BJL
410
Brighton Jones LLC
Washington
$258K -$1.44K -47 -0.5%
SAM
411
Shell Asset Management
Netherlands
$258K
IIC
412
Integrated Investment Consultants
Michigan
$253K -$73.3K -2,400 -21%
SPC
413
Sigma Planning Corp
Michigan
$252K -$45.7K -1,497 -14%
KTC
414
Kistler-Tiffany Companies
Pennsylvania
$252K +$276K +9,035 New
PGFC
415
Peapack-Gladstone Financial Corp
New Jersey
$251K +$15.3K +500 +6%
AWM
416
Affinity Wealth Management
Delaware
$250K +$16.5K +539 +6%
PP
417
Prudential plc
United Kingdom
$250K +$274K +8,965 New
Bank of Nova Scotia
418
Bank of Nova Scotia
Ontario, Canada
$246K -$273K -8,923 -50%
AF
419
Allworth Financial
California
$245K +$41.7K +1,366 +18%
SSW
420
Smith Shellnut Wilson
Mississippi
$244K +$4.76K +156 +2%
WCM
421
Whitener Capital Management
North Carolina
$240K +$263K +8,609 New
HFM
422
Harvest Fund Management
China
$239K -$20.6K -674 -7%
M&T Bank
423
M&T Bank
New York
$235K -$25.4K -830 -9%
MM
424
MQS Management
New York
$233K +$255K +8,342 New
APA
425
American Portfolios Advisors
New York
$232K -$24.4K -799 -9%