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Franklin Templeton

Name Holding Trade Value Shares
Change
Change in
Stake
LSA
601
Leonteq Securities AG
Switzerland
$5.86K -$249K -8,332 -98%
IAS
602
IMA Advisory Services
Colorado
$5.51K +$1.65K +55 +50%
CWP
603
Clark Wealth Partners
Illinois
$5.28K – – –
CCMI
604
Creative Capital Management Investments
California
$4.26K +$3.83K +128 New
CA
605
Continuum Advisory
Idaho
$4.22K +$3.8K +127 New
RWM
606
Rialto Wealth Management
New York
$3.73K +$329 +11 +11%
PWA
607
Principia Wealth Advisory
Texas
$3.69K +$838 +28 +34%
S
608
Sachetta
Massachusetts
$3.66K +$509 +17 +18%
WTA
609
Washington Trust Advisors
Massachusetts
$3.53K +$3.17K +106 New
DB
610
Danske Bank
Denmark
$3.33K – – –
CCWM
611
Cassaday & Co Wealth Management
Virginia
$3.13K – – –
SWA
612
SOA Wealth Advisors
New York
$3.08K +$30 +1 +1%
BHWM
613
Bay Harbor Wealth Management
Maryland
$2.99K +$838 +28 +45%
BFS
614
Bare Financial Services
Pennsylvania
$2.86K +$749 +25 +41%
SWM
615
SHP Wealth Management
Massachusetts
$2.76K +$629 +21 +34%
DPW
616
DiNuzzo Private Wealth
Pennsylvania
$2.69K +$60 +2 +3%
GWM
617
Gilpin Wealth Management
Colorado
$2.56K – – –
RF
618
Rossby Financial
Florida
$2.46K -$73K -2,439 -97%
CPG
619
Cornerstone Planning Group
New Jersey
$2.43K +$329 +11 +17%
SWM
620
Spire Wealth Management
Virginia
$2.33K +$60 +2 +3%
RFS
621
Richardson Financial Services
Massachusetts
$2.33K +$2.1K +70 New
KG
622
Kilter Group
New York
$2.23K +$749 +25 +60%
HIA
623
HFM Investment Advisors
New Jersey
$2.23K +$1.11K +37 +123%
SC
624
SouthState Corp
Florida
$2K – – –
PWA
625
Physician Wealth Advisors
Utah
$1.93K -$2.96K -99 -63%