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PPT

Franklin Premier Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$57K
DBT
77
Dubuque Bank & Trust
Iowa
$57K +$55.5K +12,170 New
RFC
78
Regions Financial Corp
Alabama
$55K
KAS
79
Kestra Advisory Services
Texas
$55K +$54K +11,828 New
HR
80
Hayden Royal
North Carolina
$53K
Stifel Financial
81
Stifel Financial
Missouri
$52K -$10.7K -2,355 -17%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$47K
SMC
83
Smith, Moore & Co
Missouri
$47K
G
84
GenTrust
Florida
$47K +$45.6K +10,000 New
BWM
85
Birchcreek Wealth Management
Ohio
$47K +$46.9K +10,271 New
GLLW
86
Graves Light Lenhart Wealth
Virginia
$44K +$43.4K +9,500 New
OIA
87
Optimum Investment Advisors
Illinois
$28K -$456 -100 -2%
BC
88
Bartlett & Co
Ohio
$24K -$59.1K -12,950 -72%
BCWM
89
Bartlett & Co Wealth Management
Ohio
$23.7K -$59.1K -12,950 -72%
SIC
90
Salem Investment Counselors
North Carolina
$22K
APA
91
American Portfolios Advisors
New York
$21.4K -$54.8K -12,000 -72%
US Bancorp
92
US Bancorp
Minnesota
$16K
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$13K
PWPS
94
Pinnacle Wealth Planning Services
Ohio
$12K +$12.1K +2,648 New
DAM
95
Delta Asset Management
Tennessee
$10K
GWM
96
Geneos Wealth Management
Colorado
$10K
AWG
97
Altus Wealth Group
Colorado
$10K +$9.79K +2,146 New
AWA
98
Arkadios Wealth Advisors
Georgia
$10K +$10.4K +2,278 New
AIM
99
Anchor Investment Management
South Carolina
$7.16K +$7.03K +1,540 New
SW
100
SVB Wealth
Massachusetts
$7K