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FT

Franklin Universal Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$3.82M +$207K +29,430 +6%
MSAM
2
Moloney Securities Asset Management
Missouri
$3.01M +$173K +24,556 +6%
Morgan Stanley
3
Morgan Stanley
New York
$2.41M -$35K -4,971 -1%
Wells Fargo
4
Wells Fargo
California
$2.17M +$8.49K +1,207 +0.4%
FIA
5
Foundations Investment Advisors
Arizona
$2M +$162K +22,985 +9%
Stifel Financial
6
Stifel Financial
Missouri
$1.83M -$96.4K -13,697 -5%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$1.58M +$17.6K +2,495 +1%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.33M +$23.3K +3,306 +2%
WCMNY
9
Westchester Capital Management (New York)
New York
$1.32M
UCI
10
Uncommon Cents Investing
Wisconsin
$1.03M +$16.6K +2,361 +2%
HWAM
11
Hennion & Walsh Asset Management
New Jersey
$1.01M +$362K +51,406 +57%
LPL Financial
12
LPL Financial
California
$965K +$172K +24,397 +22%
IWC
13
Integrated Wealth Concepts
Massachusetts
$858K +$79.1K +11,241 +10%
UBS Group
14
UBS Group
Switzerland
$723K +$90.5K +12,855 +15%
SFS
15
Shaker Financial Services
Virginia
$551K -$234K -33,281 -30%
RW
16
RVW Wealth
California
$333K +$329K +46,700 New
RJA
17
Raymond James & Associates
Florida
$274K +$20.2K +2,870 +8%
IFG
18
Independent Financial Group
California
$238K +$80.6K +11,450 +52%
CCFM
19
Clear Creek Financial Management
Washington
$189K +$186K +26,453 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$166K +$10.6K +1,500 +7%
WS
21
Wedbush Securities
California
$151K
SWP
22
Stratos Wealth Partners
Ohio
$138K -$1.41K -200 -1%
NA
23
NewEdge Advisors
Louisiana
$130K -$14.8K -2,100 -10%
SWM
24
SeaCrest Wealth Management
New York
$127K +$3.14K +446 +3%
PFS
25
Prospera Financial Services
Texas
$126K