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NCV

Virtus Convertible & Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$337K +$39.2K +1,910 +13%
JPLA
27
Joseph P. Lucia & Associates
New York
$296K -$26.9K -1,312 -8%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$291K +$34.5K +1,682 +13%
CAN
29
Claraphi Advisory Network
United States
$286K +$6.92K +337 +2%
Jane Street
30
Jane Street
New York
$258K +$263K +12,813 New
AWS
31
Atria Wealth Solutions
New York
$248K +$251K +12,242 New
ASN
32
Advisory Services Network
Georgia
$229K +$82.1K +3,999 +54%
BRWM
33
B. Riley Wealth Management
Tennessee
$226K +$61.6K +3,000 +36%
CA
34
CoreCap Advisors
Michigan
$204K -$8.73K -425 -4%
SW
35
SVB Wealth
Massachusetts
$197K +$114K +5,567 +132%
WS
36
Wedbush Securities
California
$195K +$84.7K +4,125 +74%
AP
37
Americana Partners
Texas
$180K -$116K -5,625 -39%
Wells Fargo
38
Wells Fargo
California
$179K +$14.5K +705 +9%
SIC
39
Samalin Investment Counsel
New York
$144K +$2.1K +102 +1%
SBIA
40
Sheaff Brock Investment Advisors
Indiana
$123K +$1.09K +53 +0.9%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$122K +$21 +1 +0%
RJA
42
Raymond James & Associates
Florida
$122K +$4.72K +230 +4%
T
43
TNF
Montana
$120K +$205 +10 +0.2%
CF
44
Centaurus Financial
California
$120K +$4.74K +231 +4%
OA
45
Oxbow Advisors
Texas
$116K -$780 -38 -0.7%
LWM
46
Liberty Wealth Management
California
$114K +$2.57K +125 +2%
RFN
47
RDA Financial Network
Iowa
$111K -$2.46K -120 -2%
VVP
48
Venture Visionary Partners
Ohio
$109K
IFWM
49
Institute for Wealth Management
Colorado
$107K
WAM
50
WNY Asset Management
New York
$95K