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PPT

Franklin Premier Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$287K -$31.3K -9,102 -10%
SFS
27
Shaker Financial Services
Virginia
$281K -$314K -91,428 -54%
Stifel Financial
28
Stifel Financial
Missouri
$212K +$28.8K +8,391 +16%
IAIM
29
International Assets Investment Management
Florida
$189K
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$189K +$122K +35,552 +204%
SBIA
31
Sheaff Brock Investment Advisors
Indiana
$183K
IWC
32
Integrated Wealth Concepts
Massachusetts
$182K +$21.4K +6,239 +14%
CIA
33
Capital Investment Advisors
Georgia
$181K -$4.51K -1,315 -3%
WCM
34
Whitener Capital Management
North Carolina
$168K +$790 +230 +0.5%
PGFC
35
Peapack-Gladstone Financial Corp
New Jersey
$168K -$18.9K -5,498 -10%
SPIA
36
Steward Partners Investment Advisory
New York
$150K
CIA
37
Concurrent Investment Advisors
Florida
$145K +$140K +40,743 New
CFS
38
Commonwealth Financial Services
West Virginia
$143K
VBCG
39
Valley Brook Capital Group
Pennsylvania
$143K +$15K +4,375 +12%
SP
40
Stonebrook Private
Michigan
$140K +$135K +39,298 New
OIA
41
OneDigital Investment Advisors
Kansas
$133K +$1.19K +346 +0.9%
CCFM
42
Clear Creek Financial Management
Washington
$133K
HWM
43
Howard Wealth Management
Connecticut
$129K -$28.9K -8,430 -19%
Wells Fargo
44
Wells Fargo
California
$129K -$50K -14,559 -29%
CAN
45
Cetera Advisor Networks
California
$121K -$12.3K -3,583 -10%
Osaic Holdings
46
Osaic Holdings
Arizona
$119K +$2.16K +629 +2%
Mariner
47
Mariner
Kansas
$104K +$18.2K +5,302 +22%
GP
48
Gridiron Partners
Pennsylvania
$103K +$99.5K +28,985 New
LCM
49
Lazari Capital Management
California
$101K -$22.4K -6,533 -19%
JP Morgan Chase
50
JP Morgan Chase
New York
$96.2K +$92.5K +26,935 New