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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
426
Walkner Condon Financial Advisors
Wisconsin
$317K +$72.2K +1,595 +28%
SIAS
427
Summit Investment Advisory Services
Minnesota
$317K +$453 +10 +0.1%
GT
428
Greenleaf Trust
Michigan
$314K -$8.37K -185 -3%
WP
429
WealthPLAN Partners
Nebraska
$312K -$44.2K -976 -12%
CRC
430
Curi RMB Capital
Illinois
$307K
SPWM
431
Schrum Private Wealth Management
Florida
$306K -$317K -7,009 -50%
GM
432
GeoWealth Management
Illinois
$305K -$1.04M -23,015 -77%
GWA
433
Gratus Wealth Advisors
Virginia
$300K +$1.95K +43 +0.6%
TA
434
TFB Advisors
Kansas
$299K -$42.9K -947 -12%
WMA
435
West Michigan Advisors
Michigan
$298K -$2.31K -51 -0.7%
PFA
436
Pure Financial Advisors
California
$297K +$308K +6,804 New
WFS
437
Weitzel Financial Services
Iowa
$296K -$9.59K -212 -3%
TIAA Trust, National Association
438
TIAA Trust, National Association
North Carolina
$294K +$29.8K +659 +11%
RFN
439
Redwood Financial Network
Ohio
$291K +$50.2K +1,110 +20%
Cerity Partners
440
Cerity Partners
New York
$291K -$22.4K -495 -7%
Corient Private Wealth
441
Corient Private Wealth
Florida
$288K +$299K +6,611 New
HWM
442
HB Wealth Management
Georgia
$285K +$769 +17 +0.3%
TA
443
TrueWealth Advisors
Alabama
$283K +$6.52K +144 +2%
VPW
444
Variant Private Wealth
Virginia
$276K +$287K +6,336 New
DWP
445
Daymark Wealth Partners
Ohio
$275K +$181 +4 +0.1%
APP
446
Avantax Planning Partners
Iowa
$270K
BAS
447
Breakthru Advisory Services
Wisconsin
$270K +$280K +6,190 New
MSFS
448
Main Street Financial Solutions
Pennsylvania
$270K -$3.28M -72,559 -92%
CWP
449
Core Wealth Partners
California
$266K -$5.07K -112 -2%
WFA
450
WMG Financial Advisors
Tennessee
$266K