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PIM

Franklin Master Intermediate Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$73.3M -$94.2K -29,335 -0.1%
PAM
2
PVG Asset Management
Colorado
$3.99M +$9.98K +3,110 +0.3%
SF
3
Summit Financial
New Jersey
$2.84M +$2.82M +879,729 New
SSWM
4
Sheets Smith Wealth Management
North Carolina
$724K -$45.2K -14,070 -6%
1CP
5
1607 Capital Partners
Virginia
$717K -$389K -121,029 -35%
SFS
6
Shaker Financial Services
Virginia
$710K +$705K +219,756 New
Focus Partners Wealth
7
Focus Partners Wealth
Massachusetts
$613K
Morgan Stanley
8
Morgan Stanley
New York
$534K -$20K -6,245 -4%
PM
9
Penbrook Management
New York
$475K
GCP
10
Gill Capital Partners
Colorado
$457K +$6.01K +1,871 +1%
WA
11
WealthTrust Axiom
Pennsylvania
$441K +$65.8K +20,500 +18%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$426K -$1.16K -361 -0.3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$416K -$405K -126,236 -49%
LPL Financial
14
LPL Financial
California
$279K +$41.1K +12,810 +17%
MWM
15
Melfa Wealth Management
Massachusetts
$261K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$222K
EA
17
Eclectic Associates
California
$218K -$15K -4,660 -6%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$215K +$12.8K +4,000 +6%
AF
19
Allworth Financial
California
$214K
FAG
20
Fortitude Advisory Group
Washington
$201K +$29.9K +9,316 +18%
MA
21
Mezzasalma Advisors
New Jersey
$180K +$3.63K +1,132 +2%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$171K +$39.7K +12,369 +30%
NA
23
NewEdge Advisors
Louisiana
$170K -$1.3K -404 -0.8%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$169K -$35.8K -11,142 -18%
HF
25
HRT Financial
New York
$163K +$163K +50,630 New