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Franklin Templeton

Name Holding Trade Value Shares
Change
Change in
Stake
DF
651
DecisionPoint Financial
Arizona
$511 +$449 +15 New
QWM
652
Quaker Wealth Management
New Jersey
$433 -$120 -4 -24%
ACA
653
American Capital Advisory
Idaho
$400 – – –
PS
654
Planning Strategies
Pennsylvania
$399 +$359 +12 New
DWM
655
Dogwood Wealth Management
Kansas
$333 – – –
WA
656
WestEnd Advisors
North Carolina
$333 – – –
1CP
657
1015 Capital Partners
Pennsylvania
$299 – – –
SEP
658
Signature Equity Partners
Ohio
$299 – – –
PMFA
659
Plante Moran Financial Advisors
Michigan
$266 +$240 +8 New
PWMG
660
Private Wealth Management Group
New Jersey
$233 – – –
MB
661
MidFirst Bank
Oklahoma
$200 – – –
MCA
662
Maryland Capital Advisors
Maryland
$167 +$150 +5 New
AWM
663
Activest Wealth Management
Florida
$166 -$928 -31 -86%
3FI
664
3 Factor Indexing
California
$134 – – –
TM
665
Torren Management
California
$83 – – –
MWA
666
Medallion Wealth Advisors
Connecticut
$67 +$60 +2 New
HFS
667
Hughes Financial Services
Virginia
$33 +$30 +1 New
RJA
668
Ross\Johnson & Associates
Minnesota
$33 +$30 +1 New
Arrowstreet Capital
669
Arrowstreet Capital
Massachusetts
– -$27.4M -1,158,237 Closed
KHCM
670
Kettle Hill Capital Management
New York
– -$22M -933,204 Closed
Marshall Wace
671
Marshall Wace
United Kingdom
– -$17.9M -757,036 Closed
JG
672
Jain Global
New York
– -$8.1M -342,826 Closed
BAM
673
Bastion Asset Management
Canada
– -$6.67M -272,892 Closed
YIH
674
Y-Intercept (HK)
Hong Kong
– -$6.25M -264,778 Closed
CCM
675
Cinctive Capital Management
New York
– -$3.64M -153,912 Closed