We are live on ! Find out more
BEN icon

Franklin Templeton
BEN

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMI
601
Creative Capital Management Investments
California
$4.26K +$3.83K +128 New
CA
602
Continuum Advisory
Idaho
$4.22K +$3.8K +127 New
RWM
603
Rialto Wealth Management
New York
$3.73K +$329 +11 +11%
S
604
Sachetta
Massachusetts
$3.66K +$509 +17 +18%
WTA
605
Washington Trust Advisors
Massachusetts
$3.53K +$3.17K +106 New
DB
606
Danske Bank
Denmark
$3.33K – – –
CCWM
607
Cassaday & Co Wealth Management
Virginia
$3.13K – – –
SWA
608
SOA Wealth Advisors
New York
$3.08K +$30 +1 +1%
BHWM
609
Bay Harbor Wealth Management
Maryland
$2.99K +$838 +28 +45%
BFS
610
Bare Financial Services
Pennsylvania
$2.86K +$749 +25 +41%
SWM
611
SHP Wealth Management
Massachusetts
$2.76K +$629 +21 +34%
DPW
612
DiNuzzo Private Wealth
Pennsylvania
$2.69K +$60 +2 +3%
GWM
613
Gilpin Wealth Management
Colorado
$2.56K – – –
RF
614
Rossby Financial
Florida
$2.46K -$73K -2,439 -97%
CPG
615
Cornerstone Planning Group
New Jersey
$2.43K +$329 +11 +17%
SWM
616
Spire Wealth Management
Virginia
$2.33K +$60 +2 +3%
RFS
617
Richardson Financial Services
Massachusetts
$2.33K +$2.1K +70 New
KG
618
Kilter Group
New York
$2.23K +$749 +25 +60%
HIA
619
HFM Investment Advisors
New Jersey
$2.23K +$1.11K +37 +123%
SC
620
SouthState Corp
Florida
$2K – – –
PWA
621
Physician Wealth Advisors
Utah
$1.93K -$2.96K -99 -63%
JWM
622
JPL Wealth Management
Colorado
$1.8K +$1.62K +54 New
TFA
623
Transamerica Financial Advisors
Florida
$1.78K +$1.35K +45 +563%
RWM
624
Raffa Wealth Management
District of Columbia
$1.7K +$120 +4 +9%
GBT
625
Grove Bank & Trust
Florida
$1.56K – – –
23 24
25
26 27