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PPT

Franklin Premier Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$300K +$30.2K +8,566 +11%
LFAS
27
Level Four Advisory Services
Texas
$280K
IAIM
28
International Assets Investment Management
Florida
$178K +$15.6K +4,432 +9%
PGFC
29
Peapack-Gladstone Financial Corp
New Jersey
$176K
CIA
30
Capital Investment Advisors
Georgia
$174K
SBIA
31
Sheaff Brock Investment Advisors
Indiana
$171K
Stifel Financial
32
Stifel Financial
Missouri
$171K +$11.8K +3,331 +7%
Wells Fargo
33
Wells Fargo
California
$169K -$21.1K -5,977 -11%
WCM
34
Whitener Capital Management
North Carolina
$157K +$5.05K +1,430 +3%
HWM
35
Howard Wealth Management
Connecticut
$150K -$3.18K -900 -2%
IWC
36
Integrated Wealth Concepts
Massachusetts
$150K +$131 +37 +0.1%
SPIA
37
Steward Partners Investment Advisory
New York
$141K +$100K +28,444 +207%
CFS
38
Commonwealth Financial Services
West Virginia
$135K +$142K +40,190 New
CAN
39
Cetera Advisor Networks
California
$125K +$1.13K +321 +0.9%
CCFM
40
Clear Creek Financial Management
Washington
$125K
OIA
41
OneDigital Investment Advisors
Kansas
$124K +$1.15K +327 +0.9%
VBCG
42
Valley Brook Capital Group
Pennsylvania
$120K
LCM
43
Lazari Capital Management
California
$116K +$27.7K +7,842 +29%
Osaic Holdings
44
Osaic Holdings
Arizona
$110K +$13.5K +3,812 +13%
LCM
45
Landscape Capital Management
New Jersey
$92.3K +$29.9K +8,473 +44%
DJYG
46
David J. Yvars Group
Florida
$85.6K +$1.95K +552 +2%
SAG
47
SageView Advisory Group
California
$84.3K -$68K -19,262 -43%
Mariner
48
Mariner
Kansas
$80K +$30.1K +8,520 +55%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$77.7K -$27.1K -7,677 -25%
CAM
50
Columbia Asset Management
Michigan
$67K +$70.6K +20,000 New