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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
$4.9M -$2.44M -287,973 -32%
Wells Fargo
2
Wells Fargo
California
$4.53M -$19.6K -2,315 -0.4%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$3.75M +$1.44M +170,558 +58%
Invesco
4
Invesco
Georgia
$2.8M -$363K -42,966 -11%
Stifel Financial
5
Stifel Financial
Missouri
$2.42M +$82.1K +9,706 +3%
MSAM
6
Moloney Securities Asset Management
Missouri
$2.36M -$63.4K -7,490 -3%
KPWS
7
Kestra Private Wealth Services
Texas
$2.18M -$30.8K -3,637 -1%
SFS
8
Shaker Financial Services
Virginia
$1.87M -$563K -66,545 -22%
HI
9
Harbour Investments
Wisconsin
$1.68M +$8 +1 +0%
AAM
10
Advisors Asset Management
Colorado
$1.21M -$37.6K -4,450 -3%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.12M -$2.72K -322 -0.2%
UCI
12
Uncommon Cents Investing
Wisconsin
$822K -$2.75K -325 -0.3%
HWAM
13
Hennion & Walsh Asset Management
New Jersey
$688K +$276K +32,616 +62%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$641K +$19.4K +2,288 +3%
LPL Financial
15
LPL Financial
California
$579K +$23.6K +2,795 +4%
UBS Group
16
UBS Group
Switzerland
$572K +$58.6K +6,926 +11%
RJA
17
Raymond James & Associates
Florida
$371K -$165K -19,455 -30%
CCP
18
Clough Capital Partners
Massachusetts
$307K -$225K -26,652 -41%
FIA
19
Foundations Investment Advisors
Arizona
$215K +$2K +236 +0.9%
PFS
20
Prospera Financial Services
Texas
$214K – – –
WS
21
Wedbush Securities
California
$210K – – –
GWM
22
Geneos Wealth Management
Colorado
$198K +$245 +29 +0.1%
Bank of America
23
Bank of America
North Carolina
$178K +$770 +91 +0.4%
TF
24
Trek Financial
Arizona
$169K -$32.1K -3,798 -15%
SWP
25
Stratos Wealth Partners
Ohio
$155K +$1.69K +200 +1%
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