We are live on ! Find out more
NCV

Virtus Convertible & Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DA
26
Detalus Advisors
Missouri
$128K -$56.7K -2,694 -24%
RFN
27
RDA Financial Network
Iowa
$110K -$31.6K -1,500 -17%
APW
28
Aurora Private Wealth
New Jersey
$101K +$56.2K +2,674 +66%
SIC
29
Samalin Investment Counsel
New York
$100K +$142K +6,746 New
WS
30
Wedbush Securities
California
$96K +$44.5K +2,116 +49%
IFWM
31
Institute for Wealth Management
Colorado
$90K +$12.2K +581 +11%
HighTower Advisors
32
HighTower Advisors
Illinois
$89K +$125K +5,945 New
OA
33
Oxbow Advisors
Texas
$88K -$231 -11 -0.2%
HCM
34
Hollencrest Capital Management
California
$86K
CAN
35
Claraphi Advisory Network
United States
$79K -$94.8K -4,507 -46%
IP
36
Intellectus Partners
California
$77K -$45.1K -2,142 -29%
LWM
37
Liberty Wealth Management
California
$77K +$2.5K +119 +2%
Stifel Financial
38
Stifel Financial
Missouri
$68K -$102K -4,827 -52%
CRC
39
Curi RMB Capital
Illinois
$68K +$95.1K +4,523 New
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$65K +$34.9K +1,657 +62%
GIP
41
Greatmark Investment Partners
Georgia
$64K
GLA
42
Good Life Advisors
Pennsylvania
$62K
RJA
43
Raymond James & Associates
Florida
$59K -$12.4K -588 -13%
Koshinski Asset Management
44
Koshinski Asset Management
Illinois
$58K -$82K -3,900 -50%
CPIG
45
Chicago Partners Investment Group
Illinois
$58K +$2.59K +123 +3%
SFS
46
Shaker Financial Services
Virginia
$56K -$75.2K -3,575 -49%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$56K -$21.7K -1,033 -22%
GLLW
48
Graves Light Lenhart Wealth
Virginia
$52K
AWA
49
Arkadios Wealth Advisors
Georgia
$44.5K -$95.8K -4,557 -61%
CFGS
50
Concourse Financial Group Securities
Alabama
$42K +$58.1K +2,763 New