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Franklin Templeton
BEN

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
551
Plante Moran Financial Advisors
Michigan
$4K +$4.31K +131 New
SCA
552
Snowden Capital Advisors
New York
$4K +$4.31K +131 New
SSC
553
Syverson Strege & Co
Iowa
$3K -$1.51K -46 -32%
BWM
554
BerganKDV Wealth Management
Minnesota
$3K – – –
ME
555
McIlrath & Eck
Washington
$3K – – –
TFO
556
Tarbox Family Office
California
$3K – – –
JWA
557
JFS Wealth Advisors
Pennsylvania
$3K +$3.13K +95 New
KA
558
Kozak & Associates
Colorado
$3K +$3.16K +96 New
EBA
559
Eagle Bay Advisors
New York
$2K -$8.69K -264 -80%
OC
560
Oakworth Capital
Alabama
$2K – – –
LF
561
Lee Financial
Texas
$2K +$1.48K +45 New
UFF
562
USA Financial Formulas
Michigan
$2K +$1.58K +48 New
SFM
563
Signet Financial Management
New Jersey
$2K +$1.65K +50 New
SC
564
Schubert & Co
Texas
$2K +$1.84K +56 New
JFGIW
565
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K +$1.94K +59 New
RWM
566
Raffa Wealth Management
District of Columbia
$1.44K – – –
BIA
567
Bell Investment Advisors
California
$1K -$33 -1 -3%
AWM
568
Avior Wealth Management
Nebraska
$1K – – –
COCM
569
Charter Oak Capital Management
New Hampshire
$1K – – –
GAM
570
Gemmer Asset Management
California
$1K – – –
TFM
571
TFC Financial Management
Massachusetts
$1K – – –
VCM
572
Versant Capital Management
Arizona
$1K – – –
CAL
573
Capital Advisors Ltd
Ohio
$1K +$527 +16 New
NFG
574
Next Financial Group
Texas
$1K +$757 +23 New
AWA
575
Amplius Wealth Advisors
Pennsylvania
$1K +$1.91K +58 New
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