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Franklin Universal Trust Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 247,480 | $2M | $1.75M | -$243,771.61 | -12.21% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 51,496 | $412,560.64 | $364,591.68 | -$47,968.96 | -11.63% |
| MB Mitchel Bialek Css LLC/IL | 13,909 | $96,528.46 | $99,866.62 | $3,338.16 | 3.46% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 20,000 | $161,400 | $142,000 | -$19,400 | -12.02% |
| BO Brian Oliveira Clear Street Group Inc. | 7,252 | $58,487 | $51,634.24 | -$6,852.76 | -11.72% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 19,830 | $159,442.92 | $140,396.4 | -$19,046.52 | -11.95% |
 Edward Lowndes Angeles Wealth Management LLC | 22,088 | $176,704 | $158,370.96 | -$18,333.04 | -10.37% |
 Bert D. Barre Colonial Trust Co. / SC | 3,163 | $25,335.63 | $22,488.93 | -$2,846.7 | -11.24% |
| PIL PFG Investments LLC PFG Investments LLC | 12,291 | $82,939.33 | $87,389.01 | $4,449.68 | 5.36% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 84,666 | $682,832 | $601,128.6 | -$81,703.4 | -11.97% |
 Highline Wealth Partners LLC Highline Wealth Partners LLC | 400 | $3,204 | $2,850 | -$354 | -11.05% |
| DN Daniel Newman Noble Wealth Management PBC | 3,800 | $30,400 | $27,276.4 | -$3,123.6 | -10.27% |
| KT Karen Tatman KMT Wealth Management LLC | 10,734 | $86,573 | $76,479.75 | -$10,093.25 | -11.66% |
| LC Leslie Childs MB Levis & Associates LLC | 10,269 | $77,326 | $73,651.32 | -$3,674.68 | -4.75% |
 Manske Wealth Management Manske Wealth Management | 17,932 | $131,082.7 | $128,572.44 | -$2,510.26 | -1.92% |
 William F. Blake PMG Family Office LLC | 11,552 | $92,878 | $82,250.24 | -$10,627.76 | -11.44% |
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