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Franklin Templeton

Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
601
Newbridge Financial Services Group
Florida
– -$4K -117 Closed
CWP
602
Concord Wealth Partners
Virginia
– -$4K -116 Closed
SL
603
Savior LLC
Massachusetts
– -$4K -110 Closed
EI
604
Ellevest Inc
New York
– -$1K -43 Closed
CFA
605
Cahill Financial Advisors
Minnesota
– +$374 +12 New