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Franklin Universal Trust Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 247,480 | $2M | $1.94M | -$58,161.61 | -2.91% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 51,496 | $412,560.64 | $405,273.52 | -$7,287.12 | -1.77% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 20,000 | $161,400 | $157,800 | -$3,600 | -2.23% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 75,903 | $564,750.93 | $601,151.76 | $36,400.83 | 6.45% |
| BO Brian Oliveira Clear Street Group Inc. | 7,252 | $58,487 | $57,000.72 | -$1,486.28 | -2.54% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 22,738 | $182,823.24 | $180,084.96 | -$2,738.28 | -1.5% |
 Edward Lowndes Angeles Wealth Management LLC | 22,088 | $176,704 | $174,936.96 | -$1,767.04 | -1% |
 Bert D. Barre Colonial Trust Co. / SC | 3,163 | $25,335.63 | $24,766.29 | -$569.34 | -2.25% |
| PIL PFG Investments LLC PFG Investments LLC | 12,291 | $82,939.33 | $97,344.72 | $14,405.39 | 17.37% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 84,666 | $682,832 | $665,474.76 | -$17,357.24 | -2.54% |
 Highline Wealth Partners LLC Highline Wealth Partners LLC | 400 | $3,204 | $3,168 | -$36 | -1.12% |
| DN Daniel Newman Noble Wealth Management PBC | 3,800 | $30,400 | $30,096 | -$304 | -1% |
| LC Leslie Childs MB Levis & Associates LLC | 10,269 | $77,326 | $81,330.48 | $4,004.48 | 5.18% |
 Manske Wealth Management Manske Wealth Management | 17,932 | $131,082.7 | $142,021.44 | $10,938.74 | 8.34% |
 William F. Blake PMG Family Office LLC | 11,552 | $92,878 | $91,491.84 | -$1,386.16 | -1.49% |
