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TDF

Templeton Dragon Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AI
51
ArchPoint Investors
Florida
$29K
PA
52
Parallel Advisors
California
$29K +$15.4K +880 +104%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$25K
RFC
54
Regions Financial Corp
Alabama
$22K +$17.5K +1,000 +312%
SWM
55
SeaCrest Wealth Management
New York
$20K
WAM
56
Wealthspire Advisors (Maryland)
Maryland
$17K
AIC
57
Ameritas Investment Company
Nebraska
$17K +$17.9K +1,023 New
US Bancorp
58
US Bancorp
Minnesota
$10K
ASN
59
Advisory Services Network
Georgia
$4K
IA
60
IFP Advisors
Florida
$3K -$23.4K -1,335 -87%
FANJ
61
Financial Architects (New Jersey)
New Jersey
$2K
FCA
62
FinTrust Capital Advisors
South Carolina
$2K +$1.89K +108 New
HI
63
Hudock Inc
Pennsylvania
$1K
AA
64
Advisory Alpha
Michigan
-$1.8M -104,807 Closed
LCS
65
Levin Capital Strategies
New York
-$242K -12,150 Closed
SAM
66
Silvercrest Asset Management
New York
-$238K -11,930 Closed
KLI
67
Kelman-Lazarov Inc
Tennessee
-$223K -11,200 Closed
MML Investors Services
68
MML Investors Services
Massachusetts
-$212K -10,634 Closed
SWP
69
Stratos Wealth Partners
Ohio
-$23K -1,150 Closed
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
-$16K -800 Closed
SPIA
71
Steward Partners Investment Advisory
New York
-$10K -478 Closed
TFS
72
TrustCore Financial Services
Tennessee
-$2K -100 Closed
HR
73
Howe & Rusling
New York
-$1K -50 Closed
Fidelity Investments
74
Fidelity Investments
Massachusetts
+$35 +2 New