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NCV

Virtus Convertible & Income Fund
NCV

Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
51
Advisory Services Network
Georgia
$123K +$125K +5,434 New
IFWM
52
Institute for Wealth Management
Colorado
$121K -$15.1K -653 -11%
CF
53
Centaurus Financial
California
$99K +$3.6K +156 +4%
HCM
54
Hollencrest Capital Management
California
$98K – – –
GLA
55
Good Life Advisors
Pennsylvania
$95K – – –
CPIG
56
Chicago Partners Investment Group
Illinois
$95K +$1.36K +59 +1%
CIA
57
Capital Investment Advisors
Georgia
$87K -$3.46K -150 -4%
BCA
58
Biltmore Capital Advisors
New Jersey
$85K +$86.5K +3,750 New
IA
59
Insight Advisors
Pennsylvania
$81K +$81.3K +3,525 New
AWA
60
Arkadios Wealth Advisors
Georgia
$80K +$23.1K +1,000 +39%
IP
61
Intellectus Partners
California
$74K -$15.3K -663 -17%
CFS
62
Capital Financial Services
New York
$74K +$75K +3,250 New
GLLW
63
Graves Light Lenhart Wealth
Virginia
$71K – – –
BCA
64
Bay Colony Advisors
Massachusetts
$71K +$554 +24 +0.8%
BRWA
65
B. Riley Wealth Advisors
Florida
$67K +$68.2K +2,955 New
CA
66
Cetera Advisors
Colorado
$66K -$8.47K -367 -11%
NFG
67
Next Financial Group
Texas
$64K – – –
PWM
68
Paulson Wealth Management
Illinois
$63K – – –
1WA
69
180 Wealth Advisors
Washington
$62K – – –
HH
70
Hilltop Holdings
Texas
$58K +$59.3K +2,568 New
GIP
71
Greatmark Investment Partners
Georgia
$57K -$6.02K -261 -9%
ACI
72
Alpha Cubed Investments
California
$57K – – –
CFGS
73
Concourse Financial Group Securities
Alabama
$46K – – –
AWM
74
Accel Wealth Management
Iowa
$39K +$138 +6 +0.3%
APA
75
American Portfolios Advisors
New York
$30.8K – – –
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