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Franklin Templeton
BEN

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
501
Steward Partners Investment Advisory
New York
$31K +$29.8K +795 New
WAM
502
Wealthspire Advisors (Maryland)
Maryland
$25K +$449 +12 +2%
MUS
503
Mitsubishi UFJ Securities
Japan
$25K +$23.2K +620 New
SSB
504
Sandy Spring Bank
Maryland
$24K – – –
EWM
505
Endurance Wealth Management
Rhode Island
$21K – – –
FMII
506
Farmers & Merchants Investments Inc
Nebraska
$20K -$37.4K -1,000 -67%
CFG
507
Citizens Financial Group
Rhode Island
$20K -$9.36K -250 -33%
WB
508
Webster Bank
Connecticut
$20K +$19.3K +516 New
GAM
509
Gemmer Asset Management
California
$19K – – –
HR
510
Howe & Rusling
New York
$18K – – –
PA
511
Parallel Advisors
California
$17K +$15.7K +420 New
QCG
512
Quadrant Capital Group
Ohio
$16K – – –
JFGIW
513
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14K – – –
OFS
514
Orrstown Financial Services
Pennsylvania
$12K -$22.8K -610 -66%
CHC
515
City Holding Co
West Virginia
$12K – – –
EF
516
Empirical Finance
Pennsylvania
$12K +$10.4K +278 New
CGT
517
Capital Guardian Trust
California
$12K +$11K +293 New
AA
518
Ancora Advisors
Ohio
$12K +$11.2K +300 New
CFD
519
Creative Financial Designs
Indiana
$12K +$11.2K +300 New
MA
520
MCF Advisors
Kentucky
$11K – – –
MRCM
521
M&R Capital Management
New Jersey
$11K +$11.2K +300 New
OFW
522
Omnia Family Wealth
Florida
$10K +$9.4K +251 New
RFA
523
Reilly Financial Advisors
California
$9K – – –
SFG
524
SevenBridge Financial Group
Pennsylvania
$9K – – –
GRP
525
Global Retirement Partners
California
$8K +$7.97K +213 New
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