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Franklin Templeton

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
526
BerganKDV Wealth Management
Minnesota
$3K -$27 -1 -1%
FHC
527
First Horizon Corporation
Tennessee
$3K – – –
SL
528
Savior LLC
Massachusetts
$3K – – –
TFO
529
Tarbox Family Office
California
$3K – – –
TWA
530
TCI Wealth Advisors
Arizona
$3K +$246 +9 +11%
SSC
531
Syverson Strege & Co
Iowa
$3K +$2.73K +100 New
CFO
532
CVA Family Office
Colorado
$3K +$2.87K +105 New
RFA
533
Reilly Financial Advisors
California
$3K +$2.98K +109 New
BWM
534
Baystate Wealth Management
Massachusetts
$2K – – –
CFD
535
Creative Financial Designs
Indiana
$2K – – –
EI
536
Ellevest Inc
New York
$2K – – –
SFSIG
537
San Francisco Sentry Investment Group
California
$2K – – –
RWM
538
Raffa Wealth Management
District of Columbia
$1.27K – – –
NFG
539
Next Financial Group
Texas
$1K -$348K -12,752 -100%
AWM
540
Avior Wealth Management
Nebraska
$1K – – –
COCM
541
Charter Oak Capital Management
New Hampshire
$1K – – –
TFM
542
TFC Financial Management
Massachusetts
$1K – – –
VCM
543
Versant Capital Management
Arizona
$1K – – –
AWM
544
Activest Wealth Management
Florida
$1K +$683 +25 New
BCWM
545
Bartlett & Co Wealth Management
Ohio
$329 – – –
PCM
546
Polaris Capital Management
Massachusetts
– -$37.3M -1,494,224 Closed
ACL
547
Azora Capital LP
Florida
– -$22M -879,955 Closed
KGI
548
Kopernik Global Investors
Florida
– -$9.28M -371,162 Closed
Nomura Holdings
549
Nomura Holdings
Japan
– -$4.77M -190,985 Closed
Renaissance Technologies
550
Renaissance Technologies
New York
– -$3.46M -138,500 Closed