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Franklin Templeton

Name Holding Trade Value Shares
Change
Change in
Stake
BFC
501
Bedel Financial Consulting
Indiana
$43K +$50.3K +1,236 New
FAM
502
Fred Alger Management
New York
$42K -$7.56K -186 -13%
Carson Wealth (CWM LLC)
503
Carson Wealth (CWM LLC)
Nebraska
$41K -$24.5M -602,323 -100%
CIP
504
Convergence Investment Partners
Florida
$39K +$45.9K +1,129 New
AAM
505
Advisors Asset Management
Colorado
$37K +$38.5K +948 New
WAM
506
Wealthspire Advisors (Maryland)
Maryland
$35K -$3.13K -77 -7%
BWP
507
Baldwin Wealth Partners
Massachusetts
$32K -$4.07K -100 -10%
APA
508
American Portfolios Advisors
New York
$32K
PCG
509
Private Capital Group
Connecticut
$29K +$25.2K +620 +437%
CA
510
Centerpoint Advisors
Massachusetts
$28K
CMBA
511
C.M. Bidwell & Associates
Hawaii
$28K
CAW
512
Cornerstone Advisors (Washington)
Washington
$28K
QCG
513
Quadrant Capital Group
Ohio
$28K +$20.9K +515 +111%
TCOV
514
Trust Company of Vermont
Vermont
$27K -$8.13K -200 -20%
GLI
515
Guardian Life Insurance
New York
$26K -$12.6K -310 -29%
GRP
516
Global Retirement Partners
California
$26K
ClearBridge Investments
517
ClearBridge Investments
New York
$26K +$163 +4 +0.5%
RE
518
RBC Europe
United Kingdom
$25.1K
MC
519
MRJ Capital
New York
$24K
RCC
520
Red Cedar Capital
Nebraska
$23K
GEA
521
Glen Eagle Advisors
New Jersey
$21K -$2.77K -68 -10%
PA
522
Parallel Advisors
California
$21K -$2.28K -56 -8%
SSB
523
Sandy Spring Bank
Maryland
$21K
HCM
524
Highlander Capital Management
New Jersey
$19K
WF
525
WealthTrust Fairport
Ohio
$19K +$22.9K +562 New