We are live on ! Find out more
FT icon

Franklin Universal Trust

Name Holding Trade Value Shares
Change
Change in
Stake
DA
26
Doliver Advisors
Texas
$127K -$13.3K -1,743 -10%
CL
27
CSS LLC
Illinois
$120K +$474 +62 +0.4%
SWM
28
SeaCrest Wealth Management
New York
$114K -$35.6K -4,657 -24%
FIB
29
First Interstate Bank
Montana
$109K – – –
CAN
30
Cetera Advisor Networks
California
$98K – – –
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$98K +$95.8K +12,544 New
FIA
32
FNY Investment Advisers
New York
$96K +$19.8K +2,595 +26%
MAFM
33
Mid Atlantic Financial Management
Pennsylvania
$88K +$86.8K +11,360 New
MC
34
Matisse Capital
Oregon
$87K -$13K -1,700 -13%
RTS
35
Round Table Services
New Jersey
$87K -$13K -1,700 -13%
RJT
36
Raymond James Trust
Florida
$83K – – –
NFG
37
Next Financial Group
Texas
$54K -$10.5K -1,369 -16%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$33K – – –
PA
39
Parallel Advisors
California
$22K – – –
ICP
40
Ironvine Capital Partners
Nebraska
$19K +$18.4K +2,413 New
TWM
41
TLW Wealth Management
Florida
$19K +$18.4K +2,413 New
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$8K +$7.72K +1,010 New
VCP
43
Verus Capital Partners
Arizona
$7K +$7.21K +944 New
PWMG
44
Prestige Wealth Management Group
New Jersey
$5K – – –
PCG
45
Private Capital Group
Connecticut
$5K +$5.57K +729 New
BFM
46
Boothbay Fund Management
New York
– -$1.96M -260,403 Closed
SFS
47
Shaker Financial Services
Virginia
– -$758K -100,545 Closed
LCM
48
Landscape Capital Management
New Jersey
– -$703K -93,235 Closed
SKK
49
Shepherd Kaplan Krochuk
Massachusetts
– -$292K -38,700 Closed
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
– -$87K -11,613 Closed