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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PPG
351
Peak Planning Group
Colorado
$584K +$363K +7,916 +166%
CCA
352
Cadent Capital Advisors
Oklahoma
$579K +$14.8K +323 +3%
BFG
353
Bleakley Financial Group
New Jersey
$576K +$2.3K +50 +0.4%
TPWA
354
Twin Peaks Wealth Advisors
California
$576K -$165K -3,595 -23%
TWM
355
TriaGen Wealth Management
California
$574K – – –
PPWM
356
Perissos Private Wealth Management
Oklahoma
$567K +$1.33K +29 +0.2%
SWM
357
SFG Wealth Management
Maryland
$566K +$28.9K +630 +5%
KP
358
Keel Point
Alabama
$565K +$68.7K +1,497 +14%
VAG
359
VisionPoint Advisory Group
Texas
$565K +$563K +12,255 New
CF
360
Centaurus Financial
California
$558K -$72K -1,569 -11%
WH
361
Willner & Heller
California
$556K -$68.7K -1,497 -11%
Cerity Partners
362
Cerity Partners
New York
$555K +$132K +2,877 +31%
SWM
363
Shakespeare Wealth Management
Wisconsin
$554K -$2.98K -65 -0.5%
CFG
364
Citizens Financial Group
Rhode Island
$551K -$13.8K -300 -2%
Thrivent Financial for Lutherans
365
Thrivent Financial for Lutherans
Minnesota
$551K +$1.01K +22 +0.2%
LWP
366
LeClair Wealth Partners
Ohio
$550K – – –
VWM
367
Vigil Wealth Management
Florida
$548K +$546K +11,895 New
GWSG
368
GPS Wealth Strategies Group
Colorado
$548K -$3.64M -79,231 -87%
M1FG
369
Mach-1 Financial Group
Arkansas
$541K +$539K +11,749 New
SMA
370
Sage Mountain Advisors
Georgia
$541K -$38.3K -834 -7%
MIM
371
MTM Investment Management
South Carolina
$537K -$2.3K -50 -0.4%
CD
372
Capital Developers
North Carolina
$536K +$534K +11,635 New
LCWP
373
Legacy Capital Wealth Partners
Arkansas
$535K -$57.4K -1,251 -10%
T
374
Tidemark
California
$533K -$1.75K -38 -0.3%
SFG
375
Skyview Financial Group
Florida
$533K +$531K +11,574 New