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AVK

Advent Convertible and Income Fund
AVK

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$23.8M -$3.76M -303,896 -12%
Raymond James Financial
2
Raymond James Financial
Florida
$17.8M +$797K +64,378 +4%
Wells Fargo
3
Wells Fargo
California
$9.6M +$752K +60,691 +8%
GC
4
Guggenheim Capital
Illinois
$8.29M -$520K -41,975 -5%
AAM
5
Advisors Asset Management
Colorado
$7.71M -$1.22M -98,198 -12%
PCM
6
Penserra Capital Management
California
$7.34M -$7.99M -645,399 -50%
Morgan Stanley
7
Morgan Stanley
New York
$6.06M +$704K +56,834 +12%
LPL Financial
8
LPL Financial
California
$5.99M -$380K -30,700 -5%
Koshinski Asset Management
9
Koshinski Asset Management
Illinois
$5.28M +$94.8K +7,659 +2%
AWA
10
Arete Wealth Advisors
Illinois
$3.55M +$119K +9,640 +3%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$3.2M -$166K -13,384 -4%
FC
12
FCA Corp
Texas
$2.67M +$97.3K +7,855 +3%
SPIA
13
Steward Partners Investment Advisory
New York
$2.53M +$111K +8,953 +4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.83M +$9.5K +767 +0.5%
CWP
15
Cyndeo Wealth Partners
Florida
$1.71M +$186K +14,981 +11%
WAM
16
Wolverine Asset Management
Illinois
$1.71M +$1.89M +152,998 New
Creative Planning
17
Creative Planning
Kansas
$1.57M +$3.52K +284 +0.2%
RAM
18
Readystate Asset Management
Illinois
$1.19M +$1.32M +106,373 New
UBS Group
19
UBS Group
Switzerland
$1.16M -$6.85K -553 -0.5%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.12M -$218K -17,586 -15%
FAM
21
Formidable Asset Management
Ohio
$943K -$175K -14,112 -16%
P
22
&Partners
Tennessee
$815K -$106K -8,575 -11%
NAS
23
NWF Advisory Services
California
$771K -$22.4K -1,806 -3%
AIA
24
Absolute Investment Advisers
Florida
$763K +$116K +9,389 +16%
NA
25
NewEdge Advisors
Louisiana
$745K -$37.4K -3,021 -4%
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