We are live on ! Find out more
AVK

Advent Convertible and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
51
Sigma Planning Corp
Michigan
$227K
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$215K +$14.4K +793 +7%
PAG
53
Private Advisor Group
New Jersey
$202K -$17.7K -973 -8%
RJT
54
Raymond James Trust
Florida
$196K +$189K +10,402 New
GWM
55
Geneos Wealth Management
Colorado
$195K +$187K +10,270 +10,069%
PFGIA
56
Patriot Financial Group Insurance Agency
Massachusetts
$140K
GLLW
57
Graves Light Lenhart Wealth
Virginia
$85K
IFAM
58
Institutional & Family Asset Management
Colorado
$78K
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$77K +$42.7K +2,347 +132%
APWA
60
Atlas Private Wealth Advisors
New Jersey
$73K -$33.9K -1,864 -32%
FIA
61
FNY Investment Advisers
New York
$48K -$18.2K -997 -28%
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$39K
ZB
63
Zions Bancorporation
Utah
$39K
APA
64
American Portfolios Advisors
New York
$38.5K
TWM
65
Tradition Wealth Management
Minnesota
$32K
AA
66
Addison Advisors
Vermont
$23K +$22.7K +1,246 New
MWC
67
MBM Wealth Consultants
Missouri
$19K
AF
68
Allworth Financial
California
$16K +$15.4K +845 New
BCWM
69
Bartlett & Co Wealth Management
Ohio
$15.4K
BC
70
Bartlett & Co
Ohio
$15K
AW
71
Alaethes Wealth
Nevada
$14K +$14.1K +772 New
US Bancorp
72
US Bancorp
Minnesota
$13K
HNB
73
Huntington National Bank
Ohio
$8K
NSIM
74
North Star Investment Management
Illinois
$8K
AF
75
Advisornet Financial
Minnesota
$7K