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PPT

Franklin Premier Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
LA
51
LexAurum Advisors
Kansas
$131K -$6.32K -1,205 -5%
WS
52
Wedbush Securities
California
$117K -$34.7K -6,620 -23%
CHAM
53
Clear Harbor Asset Management
Connecticut
$117K +$498 +95 +0.4%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$113K -$5.36K -1,021 -5%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$106K
Creative Planning
56
Creative Planning
Kansas
$98K -$35K -6,678 -26%
APA
57
American Portfolios Advisors
New York
$92.6K
Citigroup
58
Citigroup
New York
$92K +$37.3K +7,104 +68%
NMC
59
Nine Masts Capital
Hong Kong
$86K -$458K -87,400 -84%
PHS
60
Pekin Hardy Strauss
Illinois
$84K +$7.47K +1,425 +10%
PAG
61
Pinnacle Advisory Group
Maryland
$80K
AF
62
Allworth Financial
California
$79K
CWS
63
Cypress Wealth Services
California
$79K
TSS
64
Two Sigma Securities
New York
$79K +$78.3K +14,929 New
KIA
65
KCM Investment Advisors
California
$75K -$2.1K -400 -3%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$72K +$72.1K +13,740 New
HK
67
Horizon Kinetics
New York
$69K -$94.5K -18,013 -58%
WC
68
Whitney & Co
New York
$61K -$26.6K -5,075 -29%
UCFA
69
United Capital Financial Advisors
Texas
$61K
SMC
70
Smith, Moore & Co
Missouri
$58K +$57.7K +11,000 New
GHAM
71
Gilman Hill Asset Management
Connecticut
$57K
William Blair & Company
72
William Blair & Company
Illinois
$53K
BWL
73
Bogart Wealth LLC
Virginia
$39K
OIA
74
Optimum Investment Advisors
Illinois
$32K
RWA
75
River Wealth Advisors
Pennsylvania
$28K +$409 +78 +1%