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Franklin Templeton

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
401
Envestnet Portfolio Solutions
Illinois
$305K +$299K +10,837 New
SW
402
SVB Wealth
Massachusetts
$303K -$6.2K -225 -2%
WAP
403
Wealthcare Advisory Partners
Pennsylvania
$303K +$99.9K +3,627 +51%
SF
404
Synovus Financial
Georgia
$301K +$295K +10,692 New
MSAM
405
Moloney Securities Asset Management
Missouri
$300K -$16.6K -602 -5%
NB
406
Norinchukin Bank
Japan
$298K +$12.2K +443 +4%
VSQM
407
V-Square Quantitative Management
Illinois
$296K
STA
408
Summit Trail Advisors
New York
$294K -$3.83K -139 -1%
UFF
409
USA Financial Formulas
Michigan
$291K +$285K +10,352 New
RIL
410
Rothschild Investment LLC
Illinois
$290K +$3.31K +120 +1%
QT
411
Quantbot Technologies
New York
$290K -$1.17M -42,396 -80%
PI
412
PFG Investments
New York
$286K +$281K +10,184 New
EF
413
Empirical Finance
Pennsylvania
$286K +$9.42K +342 +3%
SFS
414
Sowell Financial Services
Arkansas
$285K +$276K +10,029 New
SAI
415
Savvy Advisors Inc
New York
$285K -$38.6K -1,400 -12%
FWM
416
Finer Wealth Management
Massachusetts
$284K
CWM
417
Cornerstone Wealth Management
Missouri
$281K
KRSITF
418
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$278K -$3.8K -138 -1%
BAM
419
Blueshift Asset Management
New Jersey
$278K +$272K +9,887 New
Carson Wealth (CWM LLC)
420
Carson Wealth (CWM LLC)
Nebraska
$271K +$11.3K +410 +4%
M&T Bank
421
M&T Bank
New York
$271K -$9.72K -353 -4%
YMRC
422
Yorktown Management & Research Company
Virginia
$270K
HSA
423
HBK Sorce Advisory
Pennsylvania
$268K +$262K +9,520 New
NMIMC
424
Northwestern Mutual Investment Management Company
Wisconsin
$268K +$16.6K +601 +7%
RWM
425
Ritholtz Wealth Management
New York
$265K