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FT

Franklin Universal Trust
FT

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.62M +$46.9K +6,285 +0.7%
Wells Fargo
2
Wells Fargo
California
$4.05M -$460K -61,656 -10%
SFS
3
Shaker Financial Services
Virginia
$4.03M +$570K +76,437 +17%
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$3.43M +$24.7K +3,313 +0.7%
Invesco
5
Invesco
Georgia
$2.88M +$38.7K +5,193 +1%
MSAM
6
Moloney Securities Asset Management
Missouri
$2.23M -$34.3K -4,601 -2%
Stifel Financial
7
Stifel Financial
Missouri
$2.08M +$60K +8,044 +3%
KPWS
8
Kestra Private Wealth Services
Texas
$2.04M +$2.95K +396 +0.1%
HI
9
Harbour Investments
Wisconsin
$1.55M +$1.54M +206,635 New
AAM
10
Advisors Asset Management
Colorado
$1.17M -$284K -38,077 -20%
Osaic Holdings
11
Osaic Holdings
Arizona
$857K +$7.23K +970 +0.9%
UCI
12
Uncommon Cents Investing
Wisconsin
$742K -$18.2K -2,445 -2%
WAM
13
Wolverine Asset Management
Illinois
$621K +$68.4K +9,173 +12%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$549K +$5.35K +718 +1%
RJA
15
Raymond James & Associates
Florida
$510K -$88.6K -11,886 -15%
LPL Financial
16
LPL Financial
California
$498K +$105K +14,097 +27%
UBS Group
17
UBS Group
Switzerland
$456K +$23.1K +3,097 +5%
HWAM
18
Hennion & Walsh Asset Management
New Jersey
$349K +$347K +46,545 New
PFS
19
Prospera Financial Services
Texas
$199K +$197K +26,430 New
TF
20
Trek Financial
Arizona
$197K -$27.3K -3,667 -12%
FIA
21
Foundations Investment Advisors
Arizona
$197K +$8.67K +1,163 +5%
WS
22
Wedbush Securities
California
$194K +$58.1K +7,795 +43%
GWM
23
Geneos Wealth Management
Colorado
$187K +$60 +8 +0%
MAFM
24
Mid Atlantic Financial Management
Pennsylvania
$177K +$91.1K +12,226 +107%
Bank of America
25
Bank of America
North Carolina
$163K -$775 -104 -0.5%
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