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Franklin Templeton

Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
401
Measured Wealth Private Client Group
New Hampshire
$240K
AWS
402
Atria Wealth Solutions
New York
$239K -$3.3K -113 -1%
AAS
403
Avantax Advisory Services
Texas
$239K +$259K +8,879 New
T
404
TRUADVICE
Florida
$238K +$258K +8,843 New
RWA
405
Ropes Wealth Advisors
Massachusetts
$234K
CFGS
406
Concourse Financial Group Securities
Alabama
$233K +$24.2K +828 +11%
NP
407
Nilsine Partners
Colorado
$232K +$251K +8,600 New
PGFC
408
Peapack-Gladstone Financial Corp
New Jersey
$229K
M&T Bank
409
M&T Bank
New York
$229K -$3.15K -108 -1%
Bank of Nova Scotia
410
Bank of Nova Scotia
Ontario, Canada
$228K -$150K -5,143 -38%
DADC
411
D.A. Davidson & Co
Montana
$228K -$4.21K -144 -2%
CI
412
CPR Investments
Michigan
$226K +$245K +8,385 New
PCMC
413
Paragon Capital Management (Colorado)
Colorado
$224K -$1.17K -40 -0.5%
DC
414
Davenport & Co
Virginia
$223K +$242K +8,295 New
ITIM
415
Indiana Trust & Investment Management
Indiana
$219K
FSI
416
Flow State Investments
Illinois
$218K +$237K +8,105 New
EAM
417
Eschler Asset Management
United Kingdom
$218K
PWM
418
Prentice Wealth Management
New York
$218K -$11.7K -400 -5%
CC
419
Chicago Capital
Illinois
$216K
NERM
420
New England Research & Management
Illinois
$215K -$11.7K -400 -5%
IAIM
421
Industrial Alliance Investment Management
Quebec, Canada
$214K +$232K +7,932 New
JF
422
Joule Financial
Kentucky
$209K +$227K +7,774 New
UCFA
423
United Capital Financial Advisors
Texas
$209K -$106K -3,612 -32%
SSW
424
Smith Shellnut Wilson
Mississippi
$205K -$3.65K -125 -2%
JMPWA
425
JP Morgan Private Wealth Advisors
California
$205K -$101K -3,461 -31%