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PPT

Franklin Premier Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
HI
76
Harbour Investments
Wisconsin
$32.7K -$4.53K -1,246 -12%
IA
77
IFP Advisors
Florida
$29K +$313 +86 +1%
BLC
78
Brown, Lisle/Cummings
Rhode Island
$27.2K
BC
79
Barrett & Company
Rhode Island
$26.3K
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$26K +$331 +91 +1%
GRP
81
Global Retirement Partners
California
$19.5K
SIC
82
Salem Investment Counselors
North Carolina
$17.7K +$95 +26 +0.5%
BC
83
Bartlett & Co
Ohio
$17K
BCWM
84
Bartlett & Co Wealth Management
Ohio
$16.5K
US Bancorp
85
US Bancorp
Minnesota
$12.7K
National Bank of Canada
86
National Bank of Canada
Quebec, Canada
$10.9K
DAM
87
Delta Asset Management
Tennessee
$7.44K +$7.46K +2,050 New
BAM
88
Belpointe Asset Management
Nevada
$7.37K +$7.39K +2,031 New
HCM
89
Highlander Capital Management
New Jersey
$4K
MCC
90
Money Concepts Capital
Florida
$3.25K +$3.25K +895 New
ASN
91
Advisory Services Network
Georgia
$3.23K +$3.23K +889 New
GC
92
Gould Capital
Washington
$2.57K
EWA
93
EverSource Wealth Advisors
Alabama
$1.41K
ADL
94
Asset Dedication LLC
California
$1K
WT
95
Whittier Trust
California
$508
CIBC Private Wealth Group
96
CIBC Private Wealth Group
Georgia
$41 +$484 +133 +1%
NECFA
97
New England Capital Financial Advisors
Connecticut
$13 +$15 +4 New
Fidelity Investments
98
Fidelity Investments
Massachusetts
$4 +$4 +1 New
SMH
99
Sanders Morris Harris
Texas
-$531K -148,490 Closed
CAM
100
Cresset Asset Management
Illinois
-$169K -47,000 Closed