PPT
Franklin Premier Income Trust• Financial Services
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Cullen/Frost Bankers, Inc. | $459.3M | 8.73M | 4.50% | +1.4% |
Commonwealth Equity Services, Llc | $454.2M | 9.23M | 0.58% | +10.2% |
Cambridge Investment Research Advisors, Inc. | $162.2M | 3.46M | 0.35% | -1.3% |
Thurston, Springer, Miller, Herd & Titak, Inc. | $135.4M | 2.6K | 0.11% | +83.1% |
Amplius Wealth Advisors, Llc | $105.9M | 2.01M | 7.26% | -1.3% |
Rfg Advisory, Llc | $84.2M | 1.61M | 1.18% | +57.1% |
Opal Wealth Advisors, Llc | $81.8M | 1.56M | 17.07% | -0.5% |
Kestra Advisory Services, Llc | $81.3M | 1.65M | 0.23% | Exited |
Sax Wealth Advisors, Llc | $55.8M | 1.06M | 1.59% | +25.9% |
Auctus Advisors Llc | $50M | 950.0K | 40.42% | +0.6% |
Harbor Group, Inc. | $47M | 894.1K | 5.54% | +2.0% |
Summit Investment Advisory Services, Llc | $45.2M | 859.5K | 11.22% | -0.8% |
Advisornet Financial, Inc | $39.1M | 725.6K | 1.77% | Exited |
Embree Financial Group | $38.7M | 736.3K | 3.79% | -5.8% |
Baker Tilly Wealth Management, Llc | $34M | 646.8K | 6.67% | +9.1% |
Wealth Enhancement Advisory Services, Llc | $33.9M | 653.6K | 0.05% | +1.2% |
Sowa Financial Group, Inc. | $31M | 588.3K | 13.51% | +0.2% |
Bucket List Wealth Management, Llc | $28.5M | 541.6K | 13.72% | +3.5% |
Atria Investments, Inc | $25.8M | 490.9K | 0.25% | +23.4% |
Fort Washington Investment Advisors Inc /Oh/ | $24.1M | 458.4K | 0.12% | -18.1% |
Axiom Investment Management Llc | $23.6M | 3.2K | 0.00% | Unchanged |
Adamsbrown Wealth Consultants Llc | $23.3M | 443.6K | 4.26% | +4.5% |
Redhawk Wealth Advisors, Inc. | $22.3M | 424.1K | 2.26% | +9.8% |
Truist Financial Corp | $22M | 565.3K | 0.02% | +1096.4% |
Towneley Capital Management, Inc / De | $22M | 418.2K | 4.36% | -2.5% |
Frontier Asset Management, Llc | $21.9M | 415.7K | 4.13% | +0.6% |
Kestra Private Wealth Services, Llc | $19.3M | 366.3K | 0.21% | Exited |
Cooper Financial Group | $17.7M | 336.7K | 1.41% | +1.9% |
Able Wealth Management Llc | $17.7M | 333.2K | 3.89% | +0.0% |
Bridgeport Financial Solutions, Llc | $17.6M | 333.7K | 4.09% | -1.4% |
Ivc Wealth Advisors Llc | $16.8M | 318.8K | 6.73% | +0.0% |
Trademark Financial Management, Llc | $15.2M | 288.7K | 6.15% | +5.2% |
Ifp Advisors, Inc | $15M | 403.0K | 0.24% | +0.3% |
Key Client Fiduciary Advisors, Llc | $14.6M | 277.1K | 4.07% | +11.8% |
Greenbush Financial Group, Llc | $14.2M | 270.2K | 4.16% | New Position |
Green Ridge Wealth Planning Llc | $13.6M | 259.0K | 5.47% | +25.4% |
Weil Company, Inc. | $13.6M | 258.0K | 2.34% | +3.8% |
Integrated Advisors Network Llc | $12.9M | 245.6K | 0.59% | +4.7% |
Kelleher Financial Advisors | $12.1M | 230.3K | 3.22% | +8.6% |
Brookstone Capital Management | $11.5M | 219.3K | 0.11% | Exited |
New England Private Wealth Advisors Llc | $11.4M | 216.8K | 1.09% | +2.4% |
Hennion & Walsh Asset Management, Inc. | $11M | 1.68M | 0.19% | -0.6% |
Robinson Smith Wealth Advisors Llc | $10.9M | 207.7K | 6.68% | +5.2% |
Mgo One Seven Llc | $10.8M | 216.7K | 0.18% | -4.4% |
Colonial River Investments, Llc | $10.4M | 197.9K | 2.69% | +14.0% |
Stonecrest Wealth Management, Inc. | $10.2M | 194.8K | 3.30% | -1.6% |
Foundry Financial Group, Inc. | $9.1M | 173.0K | 3.78% | +1.0% |
Midwest Financial Group Llc | $8.8M | 166.7K | 2.97% | +0.7% |
Farther Finance Advisors, Llc | $8.5M | 163.5K | 0.06% | Exited |
Sumitomo Mitsui Trust Group, Inc. | $8.2M | 155.1K | 0.00% | +21.0% |