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Franklin Limited Duration Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Kestra Advisory Services
51
Kestra Advisory Services
Texas
$119K +$15.4K +2,450 +15%
Waverly Advisors
52
Waverly Advisors
Alabama
$118K – – –
PIA
53
Powell Investment Advisors
Florida
$115K +$23.3K +3,693 +25%
Avantax Advisory Services
54
Avantax Advisory Services
Texas
$112K +$10.4K +1,650 +10%
MML Investors Services
55
MML Investors Services
Massachusetts
$111K +$410 +65 +0.4%
Capital Investment Advisors
56
Capital Investment Advisors
Georgia
$109K -$9.14K -1,450 -8%
BC
57
Barrett & Company
Rhode Island
$109K -$17.3K -2,750 -14%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$102K -$1.78M -282,984 -95%
Stifel Financial
59
Stifel Financial
Missouri
$89.5K +$89.9K +14,269 New
DA
60
Detalus Advisors
Missouri
$86.7K – – –
BWM
61
BlackDiamond Wealth Management
New York
$75.5K -$120 -19 -0.2%
Stephens Inc
62
Stephens Inc
Arkansas
$75.2K +$75.6K +12,000 New
Avior Wealth Management
63
Avior Wealth Management
Nebraska
$70.7K +$71.1K +11,277 New
OLVIG
64
Oliver Lagore Vanvalin Investment Group
Michigan
$67.8K – – –
Principal Securities
65
Principal Securities
Iowa
$65.5K – – –
MSAM
66
Moloney Securities Asset Management
Missouri
$63.2K +$63.5K +10,081 New
JP Morgan Chase
67
JP Morgan Chase
New York
$45.3K +$45.5K +7,224 New
SIS
68
Sound Income Strategies
Florida
$42.2K +$523 +83 +1%
HCM
69
Highlander Capital Management
New Jersey
$33.9K – – –
CT
70
Caldwell Trust
Florida
$17.6K – – –
BBPWM
71
Blue Bell Private Wealth Management
Pennsylvania
$12.5K +$12.6K +2,000 New
RA
72
Ransom Advisory
Rhode Island
$9.4K +$9.46K +1,500 New
AF
73
Advisornet Financial
Minnesota
$8.6K +$246 +39 +3%
HNB
74
Hilltop National Bank
Wyoming
$8.31K +$8.35K +1,325 New
Bessemer Group
75
Bessemer Group
New Jersey
$7K +$1.75K +277 +30%