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FT
Franklin Universal Trust
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BBPWM
51
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $39.8K | – | – | – |
|
|
NWMP
52
Noble Wealth Management PBC
Greenwood Village,
Colorado
| $30.6K | -$606 | -75 | -2% |
|
53
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $25.8K | – | – | – |
|
|
CT
54
Colonial Trust
Spartanburg,
South Carolina
| $25.5K | – | – | – |
|
|
MG
55
Mather Group
Chicago,
Illinois
| $12.4K | – | – | – |
|
|
LFG
56
Larson Financial Group
St Louis,
Missouri
| $9.53K | +$9.55K | +1,181 | New |
|
57
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $4.03K | – | – | – |
|
|
HWP
58
Highline Wealth Partners
Sherman Oaks,
California
| $3.23K | – | – | – |
|
|
JWA
59
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $380 | +$380 | +47 | New |
|
|
IFG
60
Independent Financial Group
San Diego,
California
| – | -$107K | -13,362 | Closed |
|
|
RFP
61
Root Financial Partners
Encinitas,
California
| – | -$14.2K | -1,776 | Closed |
|