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FT

Franklin Universal Trust
FT

Name Holding Trade Value Shares
Change 		Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.9M -$51.2K -6,726 -1%
Wells Fargo
2
Wells Fargo
California
$2.64M -$597K -78,465 -16%
Morgan Stanley
3
Morgan Stanley
New York
$2.37M -$52.2K -6,870 -2%
MSAM
4
Moloney Securities Asset Management
Missouri
$2M +$22.3K +2,933 +0.9%
Stifel Financial
5
Stifel Financial
Missouri
$1.49M -$122K -16,039 -6%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.28M -$17.3K -2,276 -1%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$1.26M +$1.04M +136,716 +218%
WCMNY
8
Westchester Capital Management (New York)
New York
$1.17M – – –
FIA
9
Foundations Investment Advisors
Arizona
$1.13M +$327K +42,978 +32%
UCI
10
Uncommon Cents Investing
Wisconsin
$845K +$22K +2,894 +2%
IWC
11
Integrated Wealth Concepts
Massachusetts
$660K +$118K +15,454 +17%
HWAM
12
Hennion & Walsh Asset Management
New Jersey
$645K -$1.95K -256 -0.3%
UBS Group
13
UBS Group
Switzerland
$612K -$3.09K -406 -0.4%
LPL Financial
14
LPL Financial
California
$586K +$41.5K +5,454 +6%
WAM
15
Wolverine Asset Management
Illinois
$226K +$273K +35,837 New
RJA
16
Raymond James & Associates
Florida
$209K -$15.2K -2,000 -6%
SFS
17
Shaker Financial Services
Virginia
$196K +$236K +31,007 New
Jane Street
18
Jane Street
New York
$179K +$215K +28,333 New
Goldman Sachs
19
Goldman Sachs
New York
$172K +$207K +27,200 New
WS
20
Wedbush Securities
California
$164K – – –
NA
21
NewEdge Advisors
Louisiana
$127K +$3.8K +500 +3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$125K +$3.35K +441 +2%
SWP
23
Stratos Wealth Partners
Ohio
$123K – – –
SWM
24
SeaCrest Wealth Management
New York
$108K +$5.93K +780 +5%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$107K +$951 +125 +0.7%
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