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TDF

Templeton Dragon Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
51
Westside Investment Management
California
$57.9K
GWM
52
Geneos Wealth Management
Colorado
$57K
IA
53
IFP Advisors
Florida
$55K
BAM
54
Barrett Asset Management
New York
$44K
AI
55
ArchPoint Investors
Florida
$38K
CIBC Private Wealth Group
56
CIBC Private Wealth Group
Georgia
$37K
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$34K +$1.64K +72 +5%
WAM
58
Wealthspire Advisors (Maryland)
Maryland
$29K +$22.8K +1,000 +333%
SWM
59
SeaCrest Wealth Management
New York
$27K
SWP
60
Stratos Wealth Partners
Ohio
$26K +$20.5K +900 +360%
PA
61
Parallel Advisors
California
$19K
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$18K
SEI Investments
63
SEI Investments
Pennsylvania
$16K +$16.6K +728 +7,280%
IWM
64
IHT Wealth Management
Illinois
$14K
US Bancorp
65
US Bancorp
Minnesota
$13K
SPIA
66
Steward Partners Investment Advisory
New York
$10K
AF
67
Advisornet Financial
Minnesota
$7K -$4.1K -180 -38%
CT
68
CPF Texas
Texas
$7K
RFC
69
Regions Financial Corp
Alabama
$7K +$3.44K +151 +89%
ASN
70
Advisory Services Network
Georgia
$6K
OIA
71
OneDigital Investment Advisors
Kansas
$4K
FANJ
72
Financial Architects (New Jersey)
New Jersey
$2K
HI
73
Hudock Inc
Pennsylvania
$2K
AG
74
Advisor Group
Arizona
$1K
HR
75
Howe & Rusling
New York
$1K +$1.14K +50 New