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MIN

Aberdeen Intermediate Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$44K +$45.1K +2,034 New
Truist Financial
52
Truist Financial
North Carolina
$43K – – –
Avantax Advisory Services
53
Avantax Advisory Services
Texas
$41K +$443 +20 +1%
HighTower Advisors
54
HighTower Advisors
Illinois
$39K -$2.64K -119 -6%
MGO One Seven
55
MGO One Seven
Ohio
$39K +$40K +1,803 New
RPC
56
Rossmore Private Capital
Connecticut
$37K -$3.33K -150 -8%
PWPS
57
Pinnacle Wealth Planning Services
Ohio
$37K +$37.5K +1,690 New
BAM
58
Brave Asset Management
New Jersey
$36K – – –
WIC
59
Woodmont Investment Counsel
Tennessee
$36K – – –
CFGS
60
Concourse Financial Group Securities
Alabama
$32K -$7.8K -352 -19%
Citigroup
61
Citigroup
New York
$29K -$11.3K -511 -28%
US Bancorp
62
US Bancorp
Minnesota
$22K – – –
CFA
63
Carroll Financial Associates
North Carolina
$19K – – –
AIM
64
Anchor Investment Management
South Carolina
$18.1K – – –
CWP
65
Concord Wealth Partners
Virginia
$14K – – –
MMG
66
Monetary Management Group
Missouri
$14K – – –
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$12K +$4.99K +225 +64%
AA
68
Addison Advisors
Vermont
$10K – – –
APA
69
American Portfolios Advisors
New York
$8.14K – – –
PWMG
70
Prestige Wealth Management Group
New Jersey
$7K – – –
Arkadios Wealth Advisors
71
Arkadios Wealth Advisors
Georgia
$2K -$21.1K -950 -89%
AFG
72
Albion Financial Group
Utah
$2K – – –
Harbour Investments
73
Harbour Investments
Wisconsin
$2K – – –
DAM
74
Delta Asset Management
Tennessee
$1K – – –
HCM
75
Highlander Capital Management
New Jersey
$1K – – –