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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SPI
226
Santori & Peters Inc
Pennsylvania
$1.21M +$62.6K +1,513 +6%
AWM
227
Axxcess Wealth Management
California
$1.2M +$1.15M +27,825 New
SHWM
228
Silicon Hills Wealth Management
Texas
$1.18M -$202K -4,871 -15%
PPW
229
Pinnacle Private Wealth
Massachusetts
$1.17M +$1.13M +27,195 New
IFWM
230
Institute for Wealth Management
Colorado
$1.16M – – –
RIA
231
Regal Investment Advisors
Michigan
$1.16M +$184K +4,438 +20%
IAN
232
Integrated Advisors Network
Texas
$1.15M +$15K +362 +1%
CAG
233
Csenge Advisory Group
Florida
$1.13M +$10.9K +263 +0.9%
CIAS
234
Capital Investment Advisory Services
North Carolina
$1.11M -$2.32K -56 -0.2%
AWA
235
Alta Wealth Advisors
Massachusetts
$1.09M +$169K +4,074 +19%
BWP
236
Bernardo Wealth Planning
Pennsylvania
$1.08M +$105K +2,534 +11%
BDWM
237
Brewin Dolphin Wealth Management
Ireland
$1.08M +$229K +5,530 +28%
Mariner
238
Mariner
Kansas
$1.06M +$1.02M +24,711 New
SMC
239
Smith, Moore & Co
Missouri
$1.06M +$11.8K +285 +1%
FFG
240
Ford Financial Group
California
$1.01M +$13K +315 +1%
AWA
241
Acorn Wealth Advisors
Michigan
$985K +$2.15K +52 +0.2%
SMA
242
Sage Mountain Advisors
Georgia
$973K -$125K -3,023 -12%
WH
243
Willner & Heller
California
$947K +$1,000K +24,156 New
RIA
244
Realta Investment Advisors
Delaware
$924K -$51.7K -1,249 -6%
AIP
245
Ahrens Investment Partners
Louisiana
$922K -$62.1K -1,500 -7%
LFG
246
Larson Financial Group
Missouri
$866K +$518K +12,517 +164%
CGFA
247
Colton Groome Financial Advisors
North Carolina
$861K -$14.5K -351 -2%
LWAC
248
Laurel Wealth Advisors (California)
California
$847K +$84K +2,029 +11%
AA
249
Advisory Alpha
Michigan
$845K -$137K -3,316 -14%
CWA
250
Clarus Wealth Advisors
Arizona
$844K +$114K +2,753 +16%