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FT

Franklin Universal Trust

Name Holding Trade Value Shares
Change
Change in
Stake
MSAM
1
Moloney Securities Asset Management
Missouri
$5.05M -$17K -2,263 -0.3%
LPL Financial
2
LPL Financial
California
$4.72M -$198K -26,305 -4%
Stifel Financial
3
Stifel Financial
Missouri
$3M +$934K +124,341 +45%
Morgan Stanley
4
Morgan Stanley
New York
$2.64M +$14.4K +1,916 +0.6%
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$2.57M -$4.58K -609 -0.2%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$1.95M -$24.3K -3,231 -1%
AAM
7
Advisors Asset Management
Colorado
$1.62M +$279K +37,138 +21%
UCI
8
Uncommon Cents Investing
Wisconsin
$1.33M +$31.7K +4,223 +2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.23M -$661 -88 -0.1%
Wells Fargo
10
Wells Fargo
California
$1.12M +$14.4K +1,914 +1%
UBS Group
11
UBS Group
Switzerland
$1.01M +$113K +15,078 +13%
IWC
12
Integrated Wealth Concepts
Massachusetts
$953K -$751 -100 -0.1%
WCMNY
13
Westchester Capital Management (New York)
New York
$892K -$116K -15,487 -12%
Osaic Holdings
14
Osaic Holdings
Arizona
$848K -$575K -76,538 -40%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$557K -$42.1K -5,610 -7%
Raymond James Financial
16
Raymond James Financial
Florida
$469K -$163K -21,686 -26%
ATS
17
Ashton Thomas Securities
New York
$403K -$18.8K -2,500 -4%
Pathstone Holdings
18
Pathstone Holdings
New Jersey
$390K -$19.5K -2,591 -5%
LCM
19
Landscape Capital Management
New Jersey
$334K -$99.7K -13,272 -23%
SFS
20
Shaker Financial Services
Virginia
$258K -$127K -16,875 -33%
CCFM
21
Clear Creek Financial Management
Washington
$199K
Kovitz Investment Group Partners
22
Kovitz Investment Group Partners
Illinois
$162K +$161K +21,479 New
IFG
23
Independent Financial Group
California
$160K -$115K -15,308 -42%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$160K +$24.7K +3,286 +18%
SWM
25
SeaCrest Wealth Management
New York
$155K +$2.45K +326 +2%