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Virtus Equity & Convertible Income Fund
NIE

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Keystone Financial Group (Kentucky)
26
Keystone Financial Group (Kentucky)
Kentucky
USD 1.28 M +USD 27.8 k +1,070 +2%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
USD 1.24 M -USD 49.9 k -1,921 -4%
First Trust Advisors
28
First Trust Advisors
Illinois
USD 1.19 M +USD 274 k +10,543 +31%
Logan Stone Capital
29
Logan Stone Capital
Illinois
USD 1.17 M +USD 1.13 M +43,459 Nuevas
Integrated Wealth Concepts
30
Integrated Wealth Concepts
Massachusetts
USD 1.16 M +USD 3.15 k +121 +0.3%
Kestra Advisory Services
31
Kestra Advisory Services
Texas
USD 1.09 M +USD 55.2 k +2,124 +6%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
USD 1.07 M – – –
Ameriprise
33
Ameriprise
Minnesota
USD 959 k -USD 220 k -8,466 -19%
Stolper & Co
34
Stolper & Co
Oklahoma
USD 925 k -USD 85 k -3,270 -9%
Prospera Financial Services
35
Prospera Financial Services
Texas
USD 892 k -USD 1.09 k -42 -0.1%
PMG Family Office
36
PMG Family Office
Texas
USD 870 k +USD 16.8 k +645 +2%
Steward Partners Investment Advisory
37
Steward Partners Investment Advisory
New York
USD 833 k -USD 6.5 k -250 -0.8%
CWM
38
Cornerstone Wealth Management
Missouri
USD 814 k +USD 64.9 k +2,497 +9%
Stifel Financial
39
Stifel Financial
Missouri
USD 787 k -USD 78.4 k -3,015 -9%
Rothschild Investment LLC
40
Rothschild Investment LLC
Illinois
USD 779 k – – –
Allworth Financial
41
Allworth Financial
California
USD 756 k -USD 12.9 k -496 -2%
David J. Yvars Group
42
David J. Yvars Group
Florida
USD 690 k +USD 131 k +5,045 +24%
Level Four Advisory Services
43
Level Four Advisory Services
Texas
USD 688 k +USD 11.4 k +439 +2%
Wedbush Securities
44
Wedbush Securities
California
USD 686 k +USD 234 +9 +0%
Concurrent Investment Advisors
45
Concurrent Investment Advisors
Florida
USD 652 k +USD 8.4 k +323 +1%
Miller Financial Services
46
Miller Financial Services
Michigan
USD 623 k +USD 603 k +23,200 Nuevas
Blue Bell Private Wealth Management
47
Blue Bell Private Wealth Management
Pennsylvania
USD 579 k +USD 299 k +11,491 +114%
Centurion Wealth Management
48
Centurion Wealth Management
Virginia
USD 578 k – – –
Truist Financial
49
Truist Financial
North Carolina
USD 526 k -USD 12.1 k -466 -2%
Readystate Asset Management
50
Readystate Asset Management
Illinois
USD 473 k +USD 457 k +17,594 Nuevas
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