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PIM

Franklin Master Intermediate Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
26
Citizens Financial Group
Rhode Island
$78K
NL
27
NWAM LLC
Washington
$76K
OC
28
Oarsman Capital
Wisconsin
$75K
GLLW
29
Graves Light Lenhart Wealth
Virginia
$68K
PHS
30
Pekin Hardy Strauss
Illinois
$66K
PAS
31
Partnervest Advisory Services
California
$64K
LPL Financial
32
LPL Financial
California
$63K +$56 +12 +0.1%
9WM
33
9258 Wealth Management
Ohio
$60K -$28.2K -6,000 -32%
CWM
34
Concentric Wealth Management
California
$60K +$59.2K +12,600 New
OC
35
Oppenheimer & Co
New York
$59K +$58K +12,352 New
SRC
36
Shufro Rose & Co
New York
$52K
PVWM
37
Point View Wealth Management
New Jersey
$51K
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$34K -$89.6K -19,069 -72%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$27K
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$24K
Citigroup
41
Citigroup
New York
$23K +$4.45K +946 +25%
APA
42
American Portfolios Advisors
New York
$19K
1IA
43
1834 Investment Advisors
Wisconsin
$12K
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$10K -$3.07K -653 -24%
TRCT
45
Tower Research Capital (TRC)
New York
$10K +$10.3K +2,200 New
IF
46
Ironwood Financial
Arizona
$7K
RCA
47
Ranch Capital Advisors
Florida
$4K +$4.12K +876 New
BlackRock
48
BlackRock
New York
$2K
SPIA
49
Steward Partners Investment Advisory
New York
$1K -$2.45K -522 -57%
CWP
50
Capital Wealth Planning
Florida
-$133K -28,400 Closed