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FT

Franklin Universal Trust
FT

Name Holding Trade Value Shares
Change 		Change in
Stake
FIMG
1
Financial & Investment Management Group
Michigan
$11.3M +$1.27M +190,251 +13%
BI
2
Bulldog Investors
New Jersey
$2.52M -$392K -58,542 -13%
AAM
3
Advisors Asset Management
Colorado
$2.24M -$1.45M -216,888 -39%
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$2.01M +$749 +112 +0%
Morgan Stanley
5
Morgan Stanley
New York
$1.98M +$348K +52,033 +21%
Wells Fargo
6
Wells Fargo
California
$1.89M -$360K -53,857 -16%
BFEC
7
Benjamin F. Edwards & Company
Missouri
$1.07M +$77.3K +11,557 +8%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$942K – – –
SFS
9
Shaker Financial Services
Virginia
$926K +$804K +120,224 +654%
CRC
10
Curi RMB Capital
Illinois
$742K +$616K +92,071 +484%
Stifel Financial
11
Stifel Financial
Missouri
$584K -$3.49K -521 -0.6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$583K -$32.8K -4,899 -5%
DA
13
Doliver Advisors
Texas
$529K +$522K +77,958 +6,535%
LCM
14
Landscape Capital Management
New Jersey
$404K +$197K +29,381 +95%
WAM
15
Wolverine Asset Management
Illinois
$393K +$375K +55,974 +1,943%
RJA
16
Raymond James & Associates
Florida
$231K – – –
GWM
17
Geneos Wealth Management
Colorado
$231K +$6.85K +1,023 +3%
AG
18
Advisor Group
Arizona
$183K – – –
SG Americas Securities
19
SG Americas Securities
New York
$172K +$81.9K +12,235 +90%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$157K -$4.7K -703 -3%
Invesco
21
Invesco
Georgia
$146K -$7.47K -1,117 -5%
LPL Financial
22
LPL Financial
California
$146K +$146K +21,880 New
Bank of America
23
Bank of America
North Carolina
$144K -$11.9K -1,785 -8%
WS
24
Wedbush Securities
California
$144K +$147 +22 +0.1%
CAN
25
Cetera Advisor Networks
California
$143K +$144K +21,466 New
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