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PPT

Franklin Premier Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
76
Salem Investment Counselors
North Carolina
$21K
S
77
SignatureFD
Georgia
$20K +$21.3K +4,600 New
US Bancorp
78
US Bancorp
Minnesota
$16K
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$13K +$13.9K +3,000 New
DAM
80
Delta Asset Management
Tennessee
$9K
GWM
81
Geneos Wealth Management
Colorado
$9K
SW
82
SVB Wealth
Massachusetts
$7K -$2.34K -505 -25%
HCM
83
Highlander Capital Management
New Jersey
$5K
CCM
84
Covington Capital Management
California
$4K
TFA
85
Toth Financial Advisory
Virginia
$4K
FFA
86
Founders Financial Alliance
North Carolina
$4K +$3.49K +752 New
AWM
87
Avior Wealth Management
Nebraska
$3K
CFA
88
Carroll Financial Associates
North Carolina
$3K
JWM
89
Jeppson Wealth Management
California
$3K +$3.25K +700 New
ASN
90
Advisory Services Network
Georgia
$3K +$3.61K +777 New
ADL
91
Asset Dedication LLC
California
$1K
VFA
92
Valeo Financial Advisors
Indiana
$1K
WT
93
Whittier Trust
California
$1K
OFG
94
OTA Financial Group
New York
-$734K -155,032 Closed
IF
95
Intrua Financial
Texas
-$137K -28,761 Closed
PIA
96
Powell Investment Advisors
Florida
-$125K -26,236 Closed
Jane Street
97
Jane Street
New York
-$90K -18,909 Closed
CCFM
98
Clear Creek Financial Management
Washington
-$87K -18,419 Closed
HF
99
HRT Financial
New York
-$81K -17,255 Closed
CWS
100
Cypress Wealth Services
California
-$69.6K -15,000 Closed