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PPT

Franklin Premier Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
76
William Blair & Company
Illinois
$52K +$53.4K +10,000 New
BWL
77
Bogart Wealth LLC
Virginia
$38K -$10K -1,876 -20%
OIA
78
Optimum Investment Advisors
Illinois
$31K
RWA
79
River Wealth Advisors
Pennsylvania
$27K +$27.9K +5,220 New
SIC
80
Salem Investment Counselors
North Carolina
$25K
CAC
81
Certified Advisory Corp
Florida
$22K
US Bancorp
82
US Bancorp
Minnesota
$18K
GWM
83
Geneos Wealth Management
Colorado
$17K
SFM
84
Signet Financial Management
New Jersey
$16K
SPIA
85
Steward Partners Investment Advisory
New York
$16K
TCM
86
Tradewinds Capital Management
Washington
$16K
WAP
87
Wealthcare Advisory Partners
Pennsylvania
$16K +$85 +16 +0.5%
DAM
88
Delta Asset Management
Tennessee
$11K
HCM
89
Highlander Capital Management
New Jersey
$6K
AIM
90
Anchor Investment Management
South Carolina
$5.23K
THWM
91
Taylor Hoffman Wealth Management
Virginia
$5K
DSC
92
Duncker Streett & Co
Missouri
$4K -$2.02K -379 -33%
AWM
93
Avior Wealth Management
Nebraska
$4K
MFW
94
Mosaic Family Wealth
Missouri
$4K
ST
95
Smithfield Trust
Pennsylvania
$4K
CFA
96
Carroll Financial Associates
North Carolina
$3K
SEI Investments
97
SEI Investments
Pennsylvania
$2K -$2.13K -398 -56%
ADL
98
Asset Dedication LLC
California
$2K +$27 +5 +2%
WT
99
Whittier Trust
California
$1K
PPA
100
Parametric Portfolio Associates
Washington
-$261K -49,939 Closed