We are live on ! Find out more
FT

Franklin Universal Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.87M -$235K -28,511 -5%
Wells Fargo
2
Wells Fargo
California
$4.58M -$140K -16,964 -3%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$3.91M +$1.96K +238 +0.1%
Invesco
4
Invesco
Georgia
$3.04M +$116K +14,005 +4%
MSAM
5
Moloney Securities Asset Management
Missouri
$2.46M +$91 +11 +0%
Stifel Financial
6
Stifel Financial
Missouri
$2.43M -$97K -11,756 -4%
SFS
7
Shaker Financial Services
Virginia
$2.24M +$283K +34,256 +15%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.25M +$75K +9,086 +7%
Ameriprise
9
Ameriprise
Minnesota
$1.1M +$1.08M +130,610 New
UCI
10
Uncommon Cents Investing
Wisconsin
$894K +$35.8K +4,334 +4%
HWAM
11
Hennion & Walsh Asset Management
New Jersey
$887K +$165K +20,051 +24%
UBS Group
12
UBS Group
Switzerland
$684K +$85.3K +10,344 +15%
LPL Financial
13
LPL Financial
California
$618K +$13.9K +1,683 +2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$419K -$244K -29,533 -37%
KPWS
15
Kestra Private Wealth Services
Texas
$354K -$1.88M -227,280 -84%
AAM
16
Advisors Asset Management
Colorado
$320K -$922K -111,801 -75%
RJA
17
Raymond James & Associates
Florida
$315K -$69.8K -8,456 -19%
FIA
18
Foundations Investment Advisors
Arizona
$288K +$72.6K +8,801 +34%
PFS
19
Prospera Financial Services
Texas
$223K
WS
20
Wedbush Securities
California
$219K
GWM
21
Geneos Wealth Management
Colorado
$205K +$256 +31 +0.1%
CCP
22
Clough Capital Partners
Massachusetts
$177K -$140K -16,946 -45%
TF
23
Trek Financial
Arizona
$176K
Bank of America
24
Bank of America
North Carolina
$173K -$12.5K -1,517 -7%
SWP
25
Stratos Wealth Partners
Ohio
$162K