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NCV

Virtus Convertible & Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Claraphi Advisory Network
United States
$225K +$8.97K +396 +4%
Stifel Financial
27
Stifel Financial
Missouri
$215K +$124K +5,477 +141%
RFN
28
RDA Financial Network
Iowa
$211K -$25.2K -1,113 -11%
BCA
29
Biltmore Capital Advisors
New Jersey
$196K
AWA
30
Arkadios Wealth Advisors
Georgia
$183K +$171K +7,531 New
Koshinski Asset Management
31
Koshinski Asset Management
Illinois
$178K +$177K +7,800 New
IP
32
Intellectus Partners
California
$169K +$23.8K +1,051 +17%
SFS
33
Shaker Financial Services
Virginia
$168K +$166K +7,325 New
Goldman Sachs
34
Goldman Sachs
New York
$156K +$153K +6,778 New
Creative Planning
35
Creative Planning
Kansas
$139K
OA
36
Oxbow Advisors
Texas
$136K +$23 +1 +0%
HCM
37
Hollencrest Capital Management
California
$132K +$130K +5,745 New
IFWM
38
Institute for Wealth Management
Colorado
$125K -$8.02K -354 -6%
LWM
39
Liberty Wealth Management
California
$115K +$2.63K +116 +2%
MIG
40
Mariner Investment Group
New York
$115K +$113K +5,000 New
RJFSA
41
Raymond James Financial Services Advisors
Florida
$110K +$38.4K +1,696 +55%
RJA
42
Raymond James & Associates
Florida
$105K -$14.3K -631 -12%
WS
43
Wedbush Securities
California
$100K +$36K +1,589 +58%
GIP
44
Greatmark Investment Partners
Georgia
$99K
GLA
45
Good Life Advisors
Pennsylvania
$97K
APW
46
Aurora Private Wealth
New Jersey
$94K +$92.4K +4,078 New
CPIG
47
Chicago Partners Investment Group
Illinois
$85K +$2.17K +96 +3%
NFG
48
Next Financial Group
Texas
$82K +$19.8K +875 +33%
GLLW
49
Graves Light Lenhart Wealth
Virginia
$80K
WAAG
50
Wealth Alliance Advisory Group
Kansas
$70K