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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
426
Sweet Financial Partners
Minnesota
$211K
C
427
Certuity
Florida
$210K -$49.5K -1,235 -19%
CW
428
Channel Wealth
California
$207K +$206K +5,151 New
FFA
429
Founders Financial Alliance
North Carolina
$206K -$124K -3,101 -38%
NDSI
430
Newman Dignan & Sheerar Inc
Rhode Island
$204K -$5.49K -137 -3%
RPGK
431
Retirement Planning Group (Kansas)
Kansas
$203K +$203K +5,061 New
PAMG
432
Patton Albertson Miller Group
Tennessee
$201K +$201K +5,005 New
CA
433
Cornerstone Advisory
Maryland
$201K +$200K +5,000 New
MPW
434
Monterey Private Wealth
California
$201K +$200K +4,995 New
FHA
435
First Horizon Advisors
Tennessee
$188K -$30.3K -757 -14%
Commonwealth Equity Services
436
Commonwealth Equity Services
Massachusetts
$183K -$5.78M -144,254 -3%
SS
437
Sunbelt Securities
Texas
$182K +$184K +4,582 New
EWM
438
Endurance Wealth Management
Rhode Island
$178K
CMP
439
Coston McIsaac & Partners
Maine
$159K +$922 +23 +0.6%
CA
440
Clearstead Advisors
Ohio
$152K
PB
441
Pinnacle Bancorp
Nebraska
$151K -$17.9K -446 -11%
FFA
442
Farther Finance Advisors
California
$148K -$360K -8,974 -71%
ADL
443
Asset Dedication LLC
California
$129K -$6.41K -160 -5%
RCM
444
Raleigh Capital Management
North Carolina
$126K +$20.2K +505 +19%
CFB
445
Cullen/Frost Bankers
Texas
$124K +$87.9K +2,194 +245%
AWM
446
Activest Wealth Management
Florida
$107K -$60.1K -1,500 -36%
TF
447
TimeScale Financial
Massachusetts
$103K +$103K +2,567 New
VNA
448
Valley National Advisers
Pennsylvania
$89K
LOIP
449
Live Oak Investment Partners
Texas
$84.7K
GWS
450
Glassman Wealth Services
Virginia
$81.6K