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AVK

Advent Convertible and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$26K +$456 +41 +2%
ZB
77
Zions Bancorporation
Utah
$21.9K
TWM
78
Tradition Wealth Management
Minnesota
$18K
SWM
79
Spire Wealth Management
Virginia
$17K
BC
80
Bartlett & Co
Ohio
$9K
AWM
81
Accurate Wealth Management
Florida
$8.82K +$8.47K +762 New
ME
82
McIlrath & Eck
Washington
$8.78K +$9.2K +827 New
BCWM
83
Bartlett & Co Wealth Management
Ohio
$8.72K
LFG
84
Larson Financial Group
Missouri
$8.72K
TWC
85
TD Waterhouse Canada
Ontario, Canada
$7.38K
NSIM
86
North Star Investment Management
Illinois
$4.58K
AF
87
Allworth Financial
California
$4.36K
HNB
88
Huntington National Bank
Ohio
$4.36K
EWA
89
EverSource Wealth Advisors
Alabama
$3.61K
CAS
90
Coppell Advisory Solutions
Texas
$2.29K +$2.4K +216 New
CASC
91
Coppell Advisory Solutions Corp
Texas
$2.29K +$2.4K +216 New
HI
92
Harbour Investments
Wisconsin
$1.97K
CCP
93
Clough Capital Partners
Massachusetts
-$396K -38,307 Closed
KPWS
94
Kestra Private Wealth Services
Texas
-$169K -16,298 Closed
AA
95
AlphaMark Advisors
Kentucky
-$6K -616 Closed