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icono de AVK

Advent Convertible and Income Fund
AVK

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
SC
26
Stolper & Co
Oklahoma
USD 861 k +USD 34.2 k +2,719 +4%
Bank of America
27
Bank of America
North Carolina
USD 852 k +USD 57.4 k +4,558 +8%
Stifel Financial
28
Stifel Financial
Missouri
USD 828 k +USD 87.7 k +6,963 +12%
Formidable Asset Management
29
Formidable Asset Management
Ohio
USD 825 k -USD 16.4 k -1,303 -2%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
USD 735 k -USD 116 k -9,251 -14%
Modern Wealth Management
31
Modern Wealth Management
Kansas
USD 711 k +USD 907 +72 +0.1%
PFG Investments
32
PFG Investments
New York
USD 659 k -USD 79.1 k -6,285 -11%
IAIM
33
International Assets Investment Management
Florida
USD 622 k – – –
Waverly Advisors
34
Waverly Advisors
Alabama
USD 607 k -USD 43.4 k -3,446 -7%
Quarry LP
35
Quarry LP
New York
USD 581 k +USD 25 k +1,988 +5%
Heron Bay Capital Management
36
Heron Bay Capital Management
Michigan
USD 561 k – – –
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
USD 551 k +USD 37 k +2,940 +8%
Concurrent Investment Advisors
38
Concurrent Investment Advisors
Florida
USD 521 k -USD 13.7 k -1,090 -3%
Ameritas Advisory Services
39
Ameritas Advisory Services
Nebraska
USD 515 k +USD 76.3 k +6,063 +18%
PFO
40
PMG Family Office
Texas
USD 513 k +USD 75.8 k +6,022 +18%
Calamos Advisors
41
Calamos Advisors
Illinois
USD 500 k +USD 324 k +25,767 +207%
WWA
42
WCG Wealth Advisors
Nevada
USD 481 k – – –
SCM
43
Sage Capital Management
New Jersey
USD 474 k – – –
TPWM
44
Twelve Points Wealth Management
Massachusetts
USD 456 k +USD 13 +1 +0%
Integrated Wealth Concepts
45
Integrated Wealth Concepts
Massachusetts
USD 451 k -USD 47.4 k -3,766 -10%
XTX Topco
46
XTX Topco
Cayman Islands
USD 436 k +USD 419 k +33,273 Nuevas
Kestra Advisory Services
47
Kestra Advisory Services
Texas
USD 434 k +USD 84.6 k +6,722 +25%
CWM
48
Centurion Wealth Management
Virginia
USD 430 k +USD 315 +25 +0.1%
SFS
49
Shaker Financial Services
Virginia
USD 393 k -USD 81.2 k -6,451 -18%
Moors & Cabot
50
Moors & Cabot
Massachusetts
USD 377 k – – –
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