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Advent Convertible and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IFP Advisors
76
IFP Advisors
Florida
$20.6K -$13.6K -1,160 -46%
TWM
77
Tradition Wealth Management
Minnesota
$19K – – –
ME
78
McIlrath & Eck
Washington
$9.31K – – –
Bartlett & Co Wealth Management
79
Bartlett & Co Wealth Management
Ohio
$9.25K – – –
Larson Financial Group
80
Larson Financial Group
Missouri
$9.25K – – –
Bartlett & Co
81
Bartlett & Co
Ohio
$9K – – –
TD Waterhouse Canada
82
TD Waterhouse Canada
Ontario, Canada
$7.75K – – –
NSIM
83
North Star Investment Management
Illinois
$4.85K – – –
Global Retirement Partners
84
Global Retirement Partners
California
$4.76K -$209K -17,763 -98%
Allworth Financial
85
Allworth Financial
California
$4.62K – – –
Huntington National Bank
86
Huntington National Bank
Ohio
$4.62K – – –
EverSource Wealth Advisors
87
EverSource Wealth Advisors
Alabama
$3.83K – – –
Chilton Capital Management
88
Chilton Capital Management
Texas
$2.43K +$2.54K +216 New
Geneos Wealth Management
89
Geneos Wealth Management
Colorado
$1.14K -$121K -10,270 -99%
Koshinski Asset Management
90
Koshinski Asset Management
Illinois
– -$4.6M -433,609 Closed
First Trust Advisors
91
First Trust Advisors
Illinois
– -$256K -24,115 Closed
Kestra Advisory Services
92
Kestra Advisory Services
Texas
– -$133K -12,510 Closed
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
– -$133K -12,496 Closed
CA
94
Calton & Associates
Florida
– -$117K -11,029 Closed
MGO One Seven
95
MGO One Seven
Ohio
– -$117K -11,004 Closed
Coldstream Capital Management
96
Coldstream Capital Management
Washington
– -$109K -10,297 Closed
HNWAG
97
High Net Worth Advisory Group
Florida
– -$60.6K -5,707 Closed
MCC
98
Money Concepts Capital
Florida
– -$35.9K -3,379 Closed
AWM
99
Accurate Wealth Management
Florida
– -$8.82K -762 Closed
CAS
100
Coppell Advisory Solutions
Texas
– -$2.29K -216 Closed