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Franklin Universal Trust Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 51,496 | $412,560.64 | $417,117.6 | $4,556.96 | 1.1% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 75,903 | $564,750.93 | $614,814.3 | $50,063.37 | 8.86% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 22,738 | $182,823.24 | $183,723.04 | $899.8 | 0.49% |
| EL Edward Lowndes Angeles Wealth Management LLC | 22,088 | $176,704 | $178,691.92 | $1,987.92 | 1.12% |
 Bert D. Barre Colonial Trust Co. / SC | 3,163 | $25,335.63 | $25,620.3 | $284.67 | 1.12% |
| PIL PFG Investments LLC PFG Investments LLC | 12,120 | $81,560.18 | $98,050.8 | $16,490.62 | 20.22% |
 Alexandra Stickelman Root Financial Partners, LLC | 1,776 | $14,280.35 | $14,367.84 | $87.49 | 0.61% |
 Highline Wealth Partners LLC Highline Wealth Partners LLC | 400 | $3,204 | $3,240 | $36 | 1.12% |
| DN Daniel Newman Noble Wealth Management PBC | 3,800 | $30,400 | $30,704 | $304 | 1% |
| LC Leslie Childs MB Levis & Associates LLC | 10,269 | $77,326 | $82,819.48 | $5,493.48 | 7.1% |
 Manske Wealth Management Manske Wealth Management | 17,932 | $131,082.7 | $144,531.92 | $13,449.22 | 10.26% |
 William F. Blake PMG Family Office LLC | 11,552 | $92,878 | $93,571.2 | $693.2 | 0.75% |
