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ACV

Virtus Diversified Income & Convertible Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$82.6K
FFA
27
Farther Finance Advisors
California
$48.4K
WIM
28
Westside Investment Management
California
$45.4K
CTC
29
Central Trust Company
Missouri
$36.5K +$40.2K +1,500 New
IAIM
30
International Assets Investment Management
Florida
$26K -$46K -1,716 -62%
SS
31
Sunbelt Securities
Texas
$16K
KFAS
32
Keating Financial Advisory Services
Kansas
$13.2K +$1.39K +52 +11%
ASN
33
Advisory Services Network
Georgia
$11.2K +$12.3K +461 New
HI
34
Harbour Investments
Wisconsin
$7.7K +$8.46K +316 New
HWP
35
Highline Wealth Partners
California
$2.43K +$2.68K +100 New
AF
36
Allworth Financial
California
$1.17K
Fidelity Investments
37
Fidelity Investments
Massachusetts
$24 -$107 -4 -80%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$20
RZH
39
Relyea Zuckerberg Hanson
Connecticut
-$264K -10,051 Closed
OC
40
Oppenheimer & Co
New York
-$262K -9,984 Closed
USCWA
41
U.S. Capital Wealth Advisors
Texas
-$258K -9,825 Closed
WIA
42
World Investment Advisors
California
-$257K -9,763 Closed
IWC
43
Integrated Wealth Concepts
Massachusetts
-$205K -7,780 Closed
KAS
44
Kestra Advisory Services
Texas
-$144K -5,460 Closed
ANBT
45
American National Bank & Trust
Texas
-$54.7K -2,082 Closed