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Franklin Templeton

Name Holding Trade Value Shares
Change
Change in
Stake
CI
501
CX Institutional
Indiana
$28K +$6.58K +203 +30%
BWP
502
Baldwin Wealth Partners
Massachusetts
$27K – – –
SIA
503
SkyView Investment Advisors
New Jersey
$26K – – –
Carson Wealth (CWM LLC)
504
Carson Wealth (CWM LLC)
Nebraska
$24K – – –
CBT
505
CoreFirst Bank & Trust
Kansas
$24K – – –
TFS
506
TrustCore Financial Services
Tennessee
$24K – – –
AWA
507
Artemis Wealth Advisors
New York
$23.9K +$130 +4 +0.5%
PFBT
508
Parkside Financial Bank & Trust
Missouri
$22K -$421 -13 -2%
PCG
509
Private Capital Group
Connecticut
$21K -$292 -9 -1%
RCC
510
Red Cedar Capital
Nebraska
$21K – – –
ZB
511
Zions Bancorporation
Utah
$20K -$32 -1 -0.2%
FF
512
FourThought Financial
Florida
$19K – – –
SSB
513
Sandy Spring Bank
Maryland
$19K – – –
Loomis, Sayles & Company
514
Loomis, Sayles & Company
Massachusetts
$18K – – –
JWM
515
Janiczek Wealth Management
Colorado
$18K +$972 +30 +6%
RE
516
RBC Europe
United Kingdom
$16.8K – – –
WBC
517
West Branch Capital
Massachusetts
$16K +$16.7K +514 New
FRA
518
Front Row Advisors
California
$15K – – –
ST
519
Smithfield Trust
Pennsylvania
$15K – – –
CFO
520
CVA Family Office
Colorado
$14K +$10.5K +325 +310%
HIA
521
Harbor Investment Advisory
Maryland
$13K – – –
LC
522
Lindbrook Capital
California
$13K – – –
HCM
523
Highlander Capital Management
New Jersey
$10K – – –
PSB
524
Piscataqua Savings Bank
New Hampshire
$10K – – –
FWM
525
Focused Wealth Management
New York
$10K +$97 +3 +0.9%