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PMO

Franklin Municipal Opportunities Trust

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Merriman Wealth Management
Washington
$172K
Truist Financial
52
Truist Financial
North Carolina
$161K +$161K +12,302 New
SIM
53
Sonora Investment Management
Arizona
$132K
WAP
54
Wealthcare Advisory Partners
Pennsylvania
$109K
TCM
55
Tradewinds Capital Management
Washington
$76K
GWM
56
Geneos Wealth Management
Colorado
$72K
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$61K
US Bancorp
58
US Bancorp
Minnesota
$60K
HNB
59
Huntington National Bank
Ohio
$54K
VCP
60
Verus Capital Partners
Arizona
$41K +$40.6K +3,090 New
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$36K +$197 +15 +0.5%
BFEC
62
Benjamin F. Edwards & Company
Missouri
$35K +$15.1K +1,147 +74%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$31K
SPIA
64
Steward Partners Investment Advisory
New York
$19K +$105 +8 +0.5%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$12K +$11.8K +898 New
BWL
66
Bogart Wealth LLC
Virginia
$10K
FIA
67
FNY Investment Advisers
New York
$7K +$394 +30 +6%
1NWS
68
1 North Wealth Services
Maryland
$6K
JP Morgan Chase
69
JP Morgan Chase
New York
$6K +$5.66K +431 New
Citigroup
70
Citigroup
New York
$5K
CFA
71
Carroll Financial Associates
North Carolina
$4K
WCG
72
Weaver Consulting Group
California
$1K
COLIM
73
City of London Investment Management
United Kingdom
-$1.13M -86,295 Closed
BRWA
74
B. Riley Wealth Advisors
Florida
-$184K -14,028 Closed
PAS
75
Partnervest Advisory Services
California
-$159K -12,149 Closed