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PPT

Franklin Premier Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$47K
GLLW
77
Graves Light Lenhart Wealth
Virginia
$46K
OIA
78
Optimum Investment Advisors
Illinois
$29K
APA
79
American Portfolios Advisors
New York
$25.8K +$3.31K +700 +15%
BC
80
Bartlett & Co
Ohio
$25K
Jones Financial Companies
81
Jones Financial Companies
Missouri
$25K +$24.1K +5,084 New
BCWM
82
Bartlett & Co Wealth Management
Ohio
$24.8K
SIC
83
Salem Investment Counselors
North Carolina
$23K
SFS
84
Sowell Financial Services
Arkansas
$20K +$19.3K +4,089 +5,242%
SWM
85
Spire Wealth Management
Virginia
$18K +$17.3K +3,660 New
US Bancorp
86
US Bancorp
Minnesota
$17K
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$14K
GI
88
Gradient Investments
Minnesota
$12K +$11.8K +2,500 New
AWA
89
Arkadios Wealth Advisors
Georgia
$11K +$47 +10 +0.4%
DAM
90
Delta Asset Management
Tennessee
$10K
GWM
91
Geneos Wealth Management
Colorado
$10K
RWM
92
RBA Wealth Management
California
$7.33K +$7.13K +1,506 New
SW
93
SVB Wealth
Massachusetts
$7K
HCM
94
Highlander Capital Management
New Jersey
$6K
CCM
95
Covington Capital Management
California
$5K
CFA
96
Carroll Financial Associates
North Carolina
$3K
ADL
97
Asset Dedication LLC
California
$2K
WAP
98
Wealthcare Advisory Partners
Pennsylvania
$2K +$1.6K +338 New
EVM
99
Eaton Vance Management
Massachusetts
$2K +$1.69K +357 New
VFA
100
Valeo Financial Advisors
Indiana
$1K