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FT

Franklin Universal Trust

Name Holding Trade Value Shares
Change
Change in
Stake
MSAM
1
Moloney Securities Asset Management
Missouri
$2.94M +$101K +14,825 +4%
Morgan Stanley
2
Morgan Stanley
New York
$2.32M +$38.6K +5,656 +2%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$2.27M -$1.35M -198,495 -37%
Stifel Financial
4
Stifel Financial
Missouri
$1.63M -$92.2K -13,514 -5%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$1.57M +$76.8K +11,254 +5%
LPL Financial
6
LPL Financial
California
$1.47M +$569K +83,317 +62%
Wells Fargo
7
Wells Fargo
California
$1.33M -$730K -107,010 -35%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$1.27M +$321K +47,093 +33%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.26M +$3.27K +479 +0.3%
WCMNY
10
Westchester Capital Management (New York)
New York
$1.24M
UCI
11
Uncommon Cents Investing
Wisconsin
$984K +$12.4K +1,820 +1%
IWC
12
Integrated Wealth Concepts
Massachusetts
$790K -$20.2K -2,955 -2%
UBS Group
13
UBS Group
Switzerland
$692K +$9.38K +1,375 +1%
SFS
14
Shaker Financial Services
Virginia
$330K -$193K -28,342 -37%
RJA
15
Raymond James & Associates
Florida
$329K +$71.3K +10,444 +27%
IFG
16
Independent Financial Group
California
$254K +$29.7K +4,350 +13%
CCFM
17
Clear Creek Financial Management
Washington
$178K
Invesco
18
Invesco
Georgia
$168K +$171K +25,007 New
WS
19
Wedbush Securities
California
$165K +$22.5K +3,300 +16%
NA
20
NewEdge Advisors
Louisiana
$141K +$11.6K +1,700 +9%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$140K -$16.9K -2,472 -11%
SWP
22
Stratos Wealth Partners
Ohio
$131K +$1.36K +200 +1%
SWM
23
SeaCrest Wealth Management
New York
$122K +$2.14K +313 +2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$108K +$990 +145 +0.9%
GWM
25
Geneos Wealth Management
Colorado
$77K