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FT
Franklin Universal Trust
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAM
26
Wolverine Asset Management
Chicago,
Illinois
| $94K | +$9.22K | +1,261 | +10% |
|
|
FMII
27
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| $35K | -$23.6K | -3,225 | -39% |
|
|
SF
28
Synovus Financial
Columbus,
Georgia
| $31K | – | – | – |
|
|
RIA
29
Regal Investment Advisors
Kentwood,
Michigan
| $18K | – | – | – |
|
|
NES
30
New England Securities
New York
| $15K | – | – | – |
|
|
FNBT
31
FineMark National Bank & Trust
Fort Myers,
Florida
| $13K | +$13.9K | +1,900 | New |
|
32
Citigroup
New York
| $10K | -$6.58K | -900 | -38% |
|
33
Creative Planning
Overland Park,
Kansas
| $10K | +$10.2K | +1,400 | New |
|
|
PSI
34
Pinnacle Summer Investments
Fairfax,
Virginia
| $8K | +$8.69K | +1,188 | New |
|
|
WA
35
WFG Advisors
Dallas,
Texas
| – | -$64K | -8,560 | Closed |
|
|
PAS
36
Partnervest Advisory Services
Santa Barbara,
California
| – | -$9K | -1,229 | Closed |
|
|
BRWA
37
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$6.75K | -897 | Closed |
|