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AVK

Advent Convertible and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$195K +$129 +11 +0.1%
AFG
52
Atomi Financial Group
New York
$191K +$199K +16,946 New
NFG
53
Nations Financial Group
Iowa
$189K -$17.1K -1,453 -8%
LCM
54
Landscape Capital Management
New Jersey
$173K -$240K -20,380 -57%
OC
55
Oppenheimer & Co
New York
$163K
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$150K -$4.49K -382 -3%
CIA
57
Capital Investment Advisors
Georgia
$147K
SFS
58
Sowell Financial Services
Arkansas
$137K +$143K +12,133 New
TCA
59
Transcend Capital Advisors
New Jersey
$135K
CWM
60
Centurion Wealth Management
Virginia
$134K
SWM
61
Spire Wealth Management
Virginia
$134K +$122K +10,368 +664%
RJT
62
Raymond James Trust
Florida
$130K +$136K +11,573 New
MWM
63
Melfa Wealth Management
Massachusetts
$128K -$5.1K -434 -4%
KPWS
64
Kestra Private Wealth Services
Texas
$127K +$133K +11,311 New
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$102K
EC
66
Elequin Capital
New York
$92.5K -$201K -17,064 -67%
HI
67
Harbour Investments
Wisconsin
$92K +$93.9K +7,985 +4,293%
JP Morgan Chase
68
JP Morgan Chase
New York
$64.6K -$9.51K -809 -12%
PFG
69
Piershale Financial Group
Illinois
$62.8K +$1.38K +117 +2%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$33K -$254K -21,651 -88%
US Bancorp
71
US Bancorp
Minnesota
$28.9K
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$25K -$3.03K -258 -10%
ZB
73
Zions Bancorporation
Utah
$23.2K
BWA
74
BDO Wealth Advisors
Florida
$20.8K +$21.8K +1,852 New
GI
75
Gradient Investments
Minnesota
$20.7K +$21.6K +1,837 New