We are live on ! Find out more
AVK

Advent Convertible and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SC
26
Stolper & Co
Oklahoma
$776K +$10.5K +833 +1%
MWM
27
Modern Wealth Management
Kansas
$775K -$145K -11,456 -16%
AIA
28
Absolute Investment Advisers
Florida
$752K -$2.51M -197,984 -77%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$716K +$65.8K +5,200 +10%
PI
30
PFG Investments
New York
$706K +$53.1K +4,196 +8%
WA
31
Waverly Advisors
Alabama
$681K +$1.51K +119 +0.2%
Stifel Financial
32
Stifel Financial
Missouri
$635K +$511K +40,368 +394%
IAIM
33
International Assets Investment Management
Florida
$597K +$20.2K +1,600 +3%
GFG
34
Greenberg Financial Group
Arizona
$596K +$601K +47,510 New
HBCM
35
Heron Bay Capital Management
Michigan
$537K
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$535K -$8.48K -670 -2%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$510K +$225K +17,770 +77%
QL
38
Quarry LP
New York
$482K -$728K -57,552 -60%
CIA
39
Concurrent Investment Advisors
Florida
$477K
WWA
40
WCG Wealth Advisors
Nevada
$461K
TPWM
41
Twelve Points Wealth Management
Massachusetts
$448K +$25 +2 +0%
AAS
42
Ameritas Advisory Services
Nebraska
$417K -$61.5K -4,863 -13%
SCM
43
Sage Capital Management
New Jersey
$416K
CWM
44
Centurion Wealth Management
Virginia
$411K +$6.33K +500 +2%
PFO
45
PMG Family Office
Texas
$375K -$7.06K -558 -2%
MC
46
Moors & Cabot
Massachusetts
$370K
Invesco
47
Invesco
Georgia
$363K -$283K -22,360 -44%
BPA
48
Beacon Pointe Advisors
California
$294K
CA
49
CoreCap Advisors
Michigan
$292K +$59.6K +4,710 +25%
AFG
50
Atomi Financial Group
New York
$265K