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TEMPLETON
TEMPLETON. Institutional holdings reported to the SEC.

Institutional Holders (2014Q4)
Portfolio Summary: 8 Institutional holders with a total value of $77,822,220.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 B. Riley Wealth Advisors, Inc. 246,740 30,620,000 39.35%
2 Janney Montgomery Scott LLC 1,996,553 24,777,220 31.84%
3 Trust Asset Management LLC 924,946 11,479,000 14.75%
4 SIMMONS FIRST TRUST CO NA 435,712 5,407,000 6.95%
5 FULTON BANK, N.A. 244,421 3,033,000 3.90%
6 LPL Financial LLC 134,971 1,672,000 2.15%
7 Freedom Investment Management, Inc. 48,697 604,000 0.78%
8 GARDNER RUSSO & QUINN LLC 18,537 230,000 0.30%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.