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PPT

Franklin Premier Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
76
Birchcreek Wealth Management
Ohio
$48K
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$47K
G
78
GenTrust
Florida
$47K
SMC
79
Smith, Moore & Co
Missouri
$47K
GLLW
80
Graves Light Lenhart Wealth
Virginia
$44K
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$33K -$308K -65,432 -90%
Citigroup
82
Citigroup
New York
$32K -$20.9K -4,443 -40%
AWA
83
Arkadios Wealth Advisors
Georgia
$32K +$22.1K +4,696 +205%
APA
84
American Portfolios Advisors
New York
$30.8K +$6.12K +1,300 +25%
BC
85
Bartlett & Co
Ohio
$24K
BCWM
86
Bartlett & Co Wealth Management
Ohio
$23.7K
SIC
87
Salem Investment Counselors
North Carolina
$22K
SWM
88
Spire Wealth Management
Virginia
$17K +$282 +60 +2%
US Bancorp
89
US Bancorp
Minnesota
$16K
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$13K
DAM
91
Delta Asset Management
Tennessee
$10K
GWM
92
Geneos Wealth Management
Colorado
$10K
PWP
93
Personal Wealth Partners
Minnesota
$10K +$9.65K +2,050 New
SW
94
SVB Wealth
Massachusetts
$7K
HCM
95
Highlander Capital Management
New Jersey
$6K
CCM
96
Covington Capital Management
California
$5K
ASN
97
Advisory Services Network
Georgia
$4K +$3.87K +822 New
CFA
98
Carroll Financial Associates
North Carolina
$3K
PSIWM
99
Paradigm Strategies in Wealth Management
Minnesota
$3K +$3.13K +666 New
ADL
100
Asset Dedication LLC
California
$2K