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MIN

Aberdeen Intermediate Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Clearstead Advisors
76
Clearstead Advisors
Ohio
$2.39K – – –
WA
77
WPG Advisers
Maryland
$1.89K +$1.93K +119 New
AFG
78
Albion Financial Group
Utah
$1.68K – – –
S
79
Sachetta
Massachusetts
$1.51K – – –
PP
80
PFS Partners
New Jersey
$1.46K +$32 +2 +2%
SWA
81
SOA Wealth Advisors
New York
$1.33K – – –
Bogart Wealth LLC
82
Bogart Wealth LLC
Virginia
$886 – – –
Steward Partners Investment Advisory
83
Steward Partners Investment Advisory
New York
$835 – – –
Comerica Bank
84
Comerica Bank
Texas
$521 +$244 +15 +83%
SIS
85
Strategic Investment Solutions
Illinois
$434 – – –
KFI
86
Key Financial Inc
Pennsylvania
$200 – – –
Principal Securities
87
Principal Securities
Iowa
$35 – – –
NS
88
NBC Securities
Alabama
$7 -$7.26K -447 Closed
HC
89
Hara Capital
Washington
– -$624K -38,232 Closed
Wolverine Asset Management
90
Wolverine Asset Management
Illinois
– -$129K -7,902 Closed
CSPIA
91
Cary Street Partners Investment Advisory
Virginia
– -$97.4K -5,967 Closed
OIA
92
Optimum Investment Advisors
Illinois
– -$73.4K -4,499 Closed
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
– -$58.5K -3,531 Closed
Concurrent Investment Advisors
94
Concurrent Investment Advisors
Florida
– -$56.1K -3,436 Closed
EP Wealth Advisors
95
EP Wealth Advisors
California
– -$42.8K -2,625 Closed
F.L. Putnam Investment Management
96
F.L. Putnam Investment Management
Massachusetts
– -$34.5K -2,115 Closed
Goldman Sachs
97
Goldman Sachs
New York
– -$31K -1,900 Closed
Stratos Wealth Partners
98
Stratos Wealth Partners
Ohio
– -$31K -1,900 Closed
WA
99
Westfuller Advisors
New York
– -$27.5K -1,685 Closed
Independent Financial Group
100
Independent Financial Group
California
– -$27.2K -1,667 Closed