We are live on ! Find out more
AVK

Advent Convertible and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
26
Advent Capital Management
New York
$692K
OA
27
Oxbow Advisors
Texas
$674K +$2.86K +255 +0.4%
SC
28
Stolper & Co
Oklahoma
$647K -$14.3K -1,271 -2%
CAM
29
Cresset Asset Management
Illinois
$633K +$370K +32,998 +147%
FFP
30
FourThought Financial Partners
Florida
$554K +$17.8K +1,582 +3%
ASN
31
Advisory Services Network
Georgia
$544K +$26.5K +2,359 +5%
TPWM
32
Twelve Points Wealth Management
Massachusetts
$457K +$11 +1 +0%
PTC
33
Private Trust Company
Ohio
$429K -$11.9K -1,062 -3%
SPIA
34
Steward Partners Investment Advisory
New York
$429K -$32.1K -2,856 -7%
AAS
35
Avantax Advisory Services
Texas
$415K -$84.9K -7,563 -17%
HBCM
36
Heron Bay Capital Management
Michigan
$412K
IAIM
37
International Assets Investment Management
Florida
$402K +$55.8K +4,972 +16%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$335K +$19.8K +1,767 +6%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$325K -$35.3K -3,147 -10%
AAS
40
Ameritas Advisory Services
Nebraska
$297K -$29.3K -2,612 -9%
Mariner
41
Mariner
Kansas
$293K -$10.7K -949 -4%
Truist Financial
42
Truist Financial
North Carolina
$269K -$20.6K -1,837 -7%
WCM
43
Windsor Capital Management
Arizona
$254K -$41.5K -3,701 -14%
PWPS
44
Pinnacle Wealth Planning Services
Ohio
$248K -$9.22K -821 -4%
LCM
45
Landscape Capital Management
New Jersey
$240K +$63.6K +5,664 +37%
Vanguard Capital Wealth Advisors
46
Vanguard Capital Wealth Advisors
Colorado
$237K -$11.3K -1,003 -5%
EC
47
Elequin Capital
New York
$229K +$133K +11,885 +145%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$218K -$10.9K -967 -5%
AWS
49
Atria Wealth Solutions
New York
$206K -$18.1K -1,615 -8%
PAS
50
Park Avenue Securities
New York
$202K -$13K -1,159 -6%