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AVK

Advent Convertible and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
51
Pinnacle Wealth Planning Services
Ohio
$196K -$4.31K -374 -2%
AAS
52
Avantax Advisory Services
Texas
$185K -$49.2K -4,264 -21%
CIA
53
Concurrent Investment Advisors
Florida
$184K -$600 -52 -0.3%
JIP
54
Jaffetilchin Investment Partners
Florida
$168K +$38.2K +3,309 +30%
OC
55
Oppenheimer & Co
New York
$159K
KPWS
56
Kestra Private Wealth Services
Texas
$143K +$142K +12,307 New
PAS
57
Park Avenue Securities
New York
$140K -$16.1K -1,398 -10%
TCA
58
Transcend Capital Advisors
New Jersey
$139K
MWM
59
Melfa Wealth Management
Massachusetts
$135K +$219 +19 +0.2%
Stifel Financial
60
Stifel Financial
Missouri
$134K +$133K +11,551 New
TIA
61
Trust Investment Advisors
Indiana
$133K +$133K +11,492 New
HI
62
Harbour Investments
Wisconsin
$124K
GJWM
63
Gilliland Jeter Wealth Management
Arkansas
$59.4K +$2.29K +199 +4%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$59.3K +$1.52K +132 +3%
MIA
65
MeadowBrook Investment Advisors
Michigan
$57.3K
RWMG
66
Redwood Wealth Management Group
New Jersey
$42.3K +$42K +3,646 New
ZB
67
Zions Bancorporation
Utah
$24K
CIBC Private Wealth Group
68
CIBC Private Wealth Group
Georgia
$23.3K +$288 +25 +1%
US Bancorp
69
US Bancorp
Minnesota
$17.6K
BCWM
70
Bartlett & Co Wealth Management
Ohio
$15.5K
LFG
71
Larson Financial Group
Missouri
$13.1K +$13K +1,130 New
IA
72
IFP Advisors
Florida
$11.9K +$11.8K +1,027 New
FGA
73
Fortis Group Advisors
New Jersey
$10.8K
AWM
74
Atticus Wealth Management
Florida
$9.98K +$9.92K +860 New
ME
75
McIlrath & Eck
Washington
$9.6K