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FT

Franklin Universal Trust

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$5.22M +$438K +59,168 +9%
MSAM
2
Moloney Securities Asset Management
Missouri
$5.21M +$89.8K +12,132 +2%
Stifel Financial
3
Stifel Financial
Missouri
$2.91M -$119K -16,101 -4%
Morgan Stanley
4
Morgan Stanley
New York
$2.84M +$173K +23,363 +7%
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$2.61M +$2.7K +365 +0.1%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$1.63M -$334K -45,152 -17%
AAM
7
Advisors Asset Management
Colorado
$1.61M -$20.9K -2,826 -1%
UCI
8
Uncommon Cents Investing
Wisconsin
$1.38M +$32.5K +4,390 +2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.25M +$2.69K +364 +0.2%
UBS Group
10
UBS Group
Switzerland
$1.16M +$135K +18,306 +14%
IWC
11
Integrated Wealth Concepts
Massachusetts
$965K
WCMNY
12
Westchester Capital Management (New York)
New York
$902K
Osaic Holdings
13
Osaic Holdings
Arizona
$840K -$17.6K -2,383 -2%
Wells Fargo
14
Wells Fargo
California
$819K -$306K -41,321 -28%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$565K +$1.37K +185 +0.3%
SFS
16
Shaker Financial Services
Virginia
$540K +$271K +36,570 +107%
Pathstone Holdings
17
Pathstone Holdings
New Jersey
$498K +$98.4K +13,300 +26%
Raymond James Financial
18
Raymond James Financial
Florida
$486K +$10.8K +1,455 +2%
LCM
19
Landscape Capital Management
New Jersey
$248K -$87K -11,753 -27%
CCFM
20
Clear Creek Financial Management
Washington
$224K +$22.2K +3,000 +11%
Kovitz Investment Group Partners
21
Kovitz Investment Group Partners
Illinois
$168K +$4.51K +609 +3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$163K +$1.12K +151 +0.7%
SWM
23
SeaCrest Wealth Management
New York
$160K +$2.49K +337 +2%
MWM
24
Manske Wealth Management
Texas
$153K -$3.7K -500 -2%
IFG
25
Independent Financial Group
California
$147K -$14.5K -1,957 -9%