We are live on ! Find out more
AVK

Advent Convertible and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
9WM
26
9258 Wealth Management
Ohio
$710K +$10.6K +932 +2%
NA
27
NewEdge Advisors
Louisiana
$709K -$37.5K -3,284 -5%
SC
28
Stolper & Co
Oklahoma
$676K +$15.1K +1,321 +2%
Comerica Bank
29
Comerica Bank
Texas
$512K -$1.32K -116 -0.3%
PI
30
PFG Investments
New York
$446K +$438K +38,392 New
TPWM
31
Twelve Points Wealth Management
Massachusetts
$428K +$11 +1 +0%
HBCM
32
Heron Bay Capital Management
Michigan
$419K
IAIM
33
International Assets Investment Management
Florida
$383K
BPA
34
Beacon Pointe Advisors
California
$377K
SPIA
35
Steward Partners Investment Advisory
New York
$325K -$87.6K -7,672 -22%
AAS
36
Ameritas Advisory Services
Nebraska
$317K +$164K +14,360 +107%
CA
37
CoreCap Advisors
Michigan
$277K +$68.3K +5,982 +34%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$276K +$115K +10,036 +73%
OA
39
Oxbow Advisors
Texas
$264K +$1.56K +137 +0.6%
Mariner
40
Mariner
Kansas
$264K -$65.8K -5,763 -20%
WCM
41
Windsor Capital Management
Arizona
$262K +$3.58K +313 +1%
Truist Financial
42
Truist Financial
North Carolina
$260K -$6.94K -608 -3%
CWM
43
Centurion Wealth Management
Virginia
$259K
SWM
44
Spire Wealth Management
Virginia
$259K
MC
45
Moors & Cabot
Massachusetts
$251K +$246K +21,567 New
Vanguard Capital Wealth Advisors
46
Vanguard Capital Wealth Advisors
Colorado
$246K -$11.4K -1,002 -5%
SCM
47
Sage Capital Management
New Jersey
$245K +$11.7K +1,027 +5%
AAS
48
Avantax Advisory Services
Texas
$235K -$69.5K -6,086 -23%
RJT
49
Raymond James Trust
Florida
$230K +$93.8K +8,216 +71%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$222K