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PPT

Franklin Premier Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$290K +$4 +1 +0%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$275K -$192K -52,114 -41%
MA
28
Mezzasalma Advisors
New Jersey
$265K -$6.96K -1,893 -3%
VBCG
29
Valley Brook Capital Group
Pennsylvania
$264K -$47.4K -12,882 -15%
OIM
30
Oder Investment Management
California
$259K +$2.49K +676 +1%
NA
31
NewEdge Advisors
Louisiana
$252K -$25.8K -7,000 -9%
IAIM
32
International Assets Investment Management
Florida
$195K
CCFM
33
Clear Creek Financial Management
Washington
$193K
SWP
34
Stratos Wealth Partners
Ohio
$191K -$1.33K -362 -0.7%
AF
35
Allworth Financial
California
$189K
PWAM
36
Papamarkou Wellner Asset Management
New York
$185K
LFAS
37
Level Four Advisory Services
Texas
$177K +$4 +1 +0%
Wells Fargo
38
Wells Fargo
California
$174K +$3.35K +909 +2%
Stifel Financial
39
Stifel Financial
Missouri
$165K +$1.04K +284 +0.6%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$161K +$35.8K +9,739 +29%
CIA
41
Capital Investment Advisors
Georgia
$152K -$1.21K -328 -0.8%
CFS
42
Commonwealth Financial Services
West Virginia
$148K
GHAM
43
Gilman Hill Asset Management
Connecticut
$129K
SFS
44
Shaker Financial Services
Virginia
$127K +$126K +34,366 New
DAS
45
Dynamic Advisor Solutions
Arizona
$114K -$706 -192 -0.6%
SPIA
46
Steward Partners Investment Advisory
New York
$113K +$88.6K +24,076 +370%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$112K +$112K +30,307 New
GP
48
Gridiron Partners
Pennsylvania
$107K
SMC
49
Smith, Moore & Co
Missouri
$103K +$103K +27,977 New
EFG
50
Ethos Financial Group
Pennsylvania
$97.9K