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MIN

Aberdeen Intermediate Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$230K -$57.9K -21,720 -20%
SFS
27
Shaker Financial Services
Virginia
$225K +$55.7K +20,887 +33%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$220K
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$204K +$7.63K +2,858 +4%
JP Morgan Chase
30
JP Morgan Chase
New York
$183K +$170K +63,750 +1,389%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$176K +$25.5K +9,553 +17%
PM
32
Penbrook Management
New York
$175K -$1.87K -700 -1%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$169K -$18.3K -6,875 -10%
OIA
34
Optimum Investment Advisors
Illinois
$145K
SMC
35
Smith, Moore & Co
Missouri
$136K -$5.03K -1,887 -4%
AWS
36
Atria Wealth Solutions
New York
$131K +$216 +81 +0.2%
WAM
37
Wolverine Asset Management
Illinois
$129K +$128K +48,062 New
RJFSA
38
Raymond James Financial Services Advisors
Florida
$125K +$16.8K +6,298 +16%
CAM
39
Cresset Asset Management
Illinois
$124K
DWM
40
Dakota Wealth Management
Florida
$103K
CIA
41
Concurrent Investment Advisors
Florida
$101K +$101K +37,793 New
CSPIA
42
Cary Street Partners Investment Advisory
Virginia
$98.6K
AssetMark Inc
43
AssetMark Inc
California
$93.2K
MWM
44
Melfa Wealth Management
Massachusetts
$91.5K -$44K -16,500 -33%
LMKC
45
L.M. Kohn & Company
Ohio
$83.7K +$275 +103 +0.3%
EW
46
Evoke Wealth
California
$80.4K -$926K -347,000 -92%
TC
47
TownSquare Capital
Utah
$78.2K +$112 +42 +0.1%
GA
48
Greytown Advisors
Florida
$76.7K
Nomura Holdings
49
Nomura Holdings
Japan
$76K +$75.6K +28,354 New
CAN
50
Cetera Advisor Networks
California
$69K +$14.6K +5,454 +27%