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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
451
Peak Financial Management
Massachusetts
$259K – – –
CFS
452
Commonwealth Financial Services
West Virginia
$259K – – –
FWA
453
FSM Wealth Advisors
Ohio
$255K +$249K +5,672 New
TCWM
454
Total Clarity Wealth Management
Illinois
$252K +$9.68K +220 +4%
MWM
455
Maltin Wealth Management
New Jersey
$251K – – –
SAW
456
Signal Advisors Wealth
Michigan
$250K +$47.5K +1,079 +24%
OPW
457
Oxler Private Wealth
New York
$250K +$1.36K +31 +0.6%
SWM
458
SeaCrest Wealth Management
New York
$247K -$41.2K -937 -15%
NP
459
Nilsine Partners
Colorado
$246K -$24.2K -550 -9%
APWA
460
Atlas Private Wealth Advisors
New Jersey
$245K – – –
Cerity Partners
461
Cerity Partners
New York
$243K -$211K -4,788 -47%
RWM
462
Ritholtz Wealth Management
New York
$242K -$92.3K -2,098 -28%
CIBC Private Wealth Group
463
CIBC Private Wealth Group
Georgia
$236K – – –
Thrivent Financial for Lutherans
464
Thrivent Financial for Lutherans
Minnesota
$235K -$1.16M -26,430 -83%
HGWM
465
Horst & Graben Wealth Management
Oregon
$225K +$1.32K +30 +0.6%
CPRC
466
Consolidated Portfolio Review Corp
New York
$223K -$48.1K -1,094 -18%
NFG
467
Nations Financial Group
Iowa
$219K +$396 +9 +0.2%
CPC
468
CFC Planning Company
Indiana
$218K – – –
RMP
469
Richards, Merrill & Peterson
Washington
$216K – – –
EGM
470
Engineers Gate Manager
New York
$214K +$211K +4,789 New
TWP
471
Tyche Wealth Partners
Texas
$214K +$210K +4,781 New
GJWM
472
Gilliland Jeter Wealth Management
Arkansas
$213K +$264 +6 +0.1%
PFP
473
Paragon Financial Partners
California
$210K – – –
SS
474
Sunbelt Securities
Texas
$209K +$6.6K +150 +3%
GFG
475
Grantvest Financial Group
New Jersey
$208K -$20.8K -474 -9%