We are live on ! Find out more
AVK icon

Advent Convertible and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Atlantic Union Bankshares
76
Atlantic Union Bankshares
Virginia
$58.9K – – –
LFASL
77
Lugano Financial Advisors SA (LFA)
Switzerland
$34.3K +$34.9K +2,759 New
CIBC Private Wealth Group
78
CIBC Private Wealth Group
Georgia
$25.8K +$266 +21 +1%
ZBNA
79
Zions Bancorporation, National Association
Utah
$25.2K – – –
US Bancorp
80
US Bancorp
Minnesota
$18.5K – – –
SIS
81
Sound Income Strategies
Florida
$17.8K – – –
GIA
82
GHP Investment Advisors
Colorado
$16.3K – – –
KFAS
83
Keating Financial Advisory Services
Kansas
$13.7K +$13.9K +1,095 New
GSWM
84
Golden State Wealth Management
California
$12.9K – – –
TCM
85
Triumph Capital Management
Colorado
$12.9K +$13K +1,026 New
Federation des caisses Desjardins du Quebec
86
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.5K – – –
ME
87
McIlrath & Eck
Washington
$10.1K – – –
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$9K +$2.73K +216 +41%
FGA
89
Fortis Group Advisors
New Jersey
$6.82K – – –
GWP
90
Gen-Wealth Partners
Michigan
$6.21K – – –
NSIM
91
North Star Investment Management
Illinois
$5.26K – – –
Allworth Financial
92
Allworth Financial
California
$5.02K – – –
JP Morgan Chase
93
JP Morgan Chase
New York
$5.02K – – –
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$3.5K – – –
AssetMark Inc
95
AssetMark Inc
California
$3.29K – – –
HWP
96
Highline Wealth Partners
California
$2.76K -$3.54K -280 -56%
Geneos Wealth Management
97
Geneos Wealth Management
Colorado
$1.24K – – –
IFP Advisors
98
IFP Advisors
Florida
$1.23K +$1.24K +98 New
Calamos Advisors
99
Calamos Advisors
Illinois
– -$451K -35,282 Closed
Integrated Wealth Concepts
100
Integrated Wealth Concepts
Massachusetts
– -$439K -34,337 Closed