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FT

Franklin Universal Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$3.7M +$28.7K +3,759 +0.8%
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$3.46M +$5.37K +703 +0.2%
Morgan Stanley
3
Morgan Stanley
New York
$2.85M +$10.6K +1,387 +0.4%
MSAM
4
Moloney Securities Asset Management
Missouri
$2.34M +$70.5K +9,221 +3%
Invesco
5
Invesco
Georgia
$2.18M -$61.1K -7,998 -3%
Stifel Financial
6
Stifel Financial
Missouri
$1.87M -$738K -96,624 -28%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.52M +$434K +56,790 +38%
WCMNY
8
Westchester Capital Management (New York)
New York
$1.38M
FIA
9
Foundations Investment Advisors
Arizona
$1.01M +$671K +87,765 +186%
UCI
10
Uncommon Cents Investing
Wisconsin
$973K +$72.5K +9,493 +8%
HWAM
11
Hennion & Walsh Asset Management
New Jersey
$761K -$11.2K -1,459 -1%
UBS Group
12
UBS Group
Switzerland
$723K +$6.25K +818 +0.8%
IWC
13
Integrated Wealth Concepts
Massachusetts
$662K +$679K +88,808 New
LPL Financial
14
LPL Financial
California
$649K +$68.9K +9,019 +12%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$468K +$480K +62,854 New
RJA
16
Raymond James & Associates
Florida
$261K
WS
17
Wedbush Securities
California
$193K
GWM
18
Geneos Wealth Management
Colorado
$187K +$336 +44 +0.2%
SWP
19
Stratos Wealth Partners
Ohio
$145K +$1.53K +200 +1%
NA
20
NewEdge Advisors
Louisiana
$145K +$26K +3,400 +21%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$144K +$19K +2,483 +15%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$125K -$6.66K -871 -5%
SWM
23
SeaCrest Wealth Management
New York
$122K -$1.96K -257 -2%
Bank of America
24
Bank of America
North Carolina
$88K -$25K -3,276 -22%
TF
25
Trek Financial
Arizona
$83K -$53K -6,939 -38%