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Franklin Templeton

Name Holding Trade Value Shares
Change
Change in
Stake
EW
551
Evoke Wealth
California
$3K – – –
FPS
552
Fieldpoint Private Securities
Connecticut
$3K – – –
KA
553
Kozak & Associates
Colorado
$3K – – –
ME
554
McIlrath & Eck
Washington
$3K – – –
TFO
555
Tarbox Family Office
California
$3K – – –
SSG
556
Summit Securities Group
New York
$3K +$3.51K +115 New
TWA
557
TCI Wealth Advisors
Arizona
$2K -$7.12K -233 -78%
DI
558
Disciplined Investments
Oklahoma
$2K +$1.92K +63 New
AWM
559
Activest Wealth Management
Florida
$2K +$2.14K +70 +1,167%
CI
560
Cordant Inc
Oregon
$2K +$2.54K +83 New
RWM
561
Raffa Wealth Management
District of Columbia
$1.2K – – –
MCM
562
MV Capital Management
Maryland
$1K -$1.77K -58 -52%
SC
563
Schubert & Co
Texas
$1K -$519 -17 -30%
VCM
564
Versant Capital Management
Arizona
$1K -$275 -9 -31%
AWM
565
Avior Wealth Management
Nebraska
$1K – – –
TFM
566
TFC Financial Management
Massachusetts
$1K – – –
UFF
567
USA Financial Formulas
Michigan
$1K – – –
AssetMark Inc
568
AssetMark Inc
California
$1K +$702 +23 New
GKIM
569
GW&K Investment Management
Massachusetts
$1K +$1.37K +45 New
BCWM
570
Bartlett & Co Wealth Management
Ohio
$310 +$336 +11 New
WA
571
WestEnd Advisors
North Carolina
$83 -$92 -3 Closed
LCOV
572
London Company of Virginia
Virginia
– -$133M -3,959,430 Closed
Balyasny Asset Management
573
Balyasny Asset Management
Illinois
– -$53.6M -1,601,366 Closed
Canada Pension Plan Investment Board
574
Canada Pension Plan Investment Board
Ontario, Canada
– -$11.2M -333,263 Closed
TC
575
TwinBeech Capital
New York
– -$4.2M -125,516 Closed