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icono de PPT

Franklin Premier Income Trust
PPT

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Shufro Rose & Co
26
Shufro Rose & Co
New York
USD 408 k – – –
Integrated Wealth Concepts
27
Integrated Wealth Concepts
Massachusetts
USD 402 k +USD 3.98 k +1,144 +1%
Stratos Wealth Partners
28
Stratos Wealth Partners
Ohio
USD 325 k +USD 9.06 k +2,603 +3%
Apollon Wealth Management
29
Apollon Wealth Management
South Carolina
USD 288 k +USD 3.95 k +1,133 +1%
Creative Planning
30
Creative Planning
Kansas
USD 287 k – – –
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
USD 271 k -USD 16.9 k -4,852 -6%
Mezzasalma Advisors
32
Mezzasalma Advisors
New Jersey
USD 265 k +USD 4.93 k +1,416 +2%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
USD 262 k -USD 4.68 k -1,343 -2%
Wells Fargo
34
Wells Fargo
California
USD 260 k +USD 1.23 k +352 +0.5%
Oder Investment Management
35
Oder Investment Management
California
USD 260 k -USD 637 -183 -0.2%
Valley Brook Capital Group
36
Valley Brook Capital Group
Pennsylvania
USD 242 k -USD 1.8 k -516 -0.7%
NewEdge Advisors
37
NewEdge Advisors
Louisiana
USD 194 k -USD 20.5 k -5,900 -10%
Clear Creek Financial Management
38
Clear Creek Financial Management
Washington
USD 183 k – – –
Allworth Financial
39
Allworth Financial
California
USD 179 k – – –
Papamarkou Wellner Asset Management
40
Papamarkou Wellner Asset Management
New York
USD 174 k -USD 94 k -27,000 -35%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
USD 174 k +USD 34.4 k +9,874 +25%
Stifel Financial
42
Stifel Financial
Missouri
USD 172 k +USD 2.79 k +800 +2%
Level Four Advisory Services
43
Level Four Advisory Services
Texas
USD 168 k +USD 3 +1 +0%
IAIM
44
International Assets Investment Management
Florida
USD 154 k +USD 57.8 k +16,600 +60%
Citadel Advisors
45
Citadel Advisors
Florida
USD 148 k +USD 52.7 k +15,130 +56%
Karpus Investment Management
46
Karpus Investment Management
New York
USD 144 k – – –
Whalen Wealth Management
47
Whalen Wealth Management
Nevada
USD 142 k +USD 45.1 k +12,958 +47%
Commonwealth Financial Services
48
Commonwealth Financial Services
West Virginia
USD 140 k – – –
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
USD 132 k +USD 54.5 k +15,647 +71%
Dynamic Advisor Solutions
50
Dynamic Advisor Solutions
Arizona
USD 125 k +USD 9.44 k +2,710 +8%
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