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NCV

Virtus Convertible & Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GSIAS
51
Garden State Investment Advisory Services
New Jersey
$103K +$280 +21 +0.3%
BFM
52
Boothbay Fund Management
New York
$103K +$98.4K +7,375 New
CA
53
Cetera Advisors
Colorado
$97.7K +$93.7K +7,017 New
BW
54
Bison Wealth
Georgia
$97.4K +$93.4K +6,997 New
IWC
55
Integrated Wealth Concepts
Massachusetts
$92.6K -$334 -25 -0.4%
SBIA
56
Sheaff Brock Investment Advisors
Indiana
$92.5K +$1.48K +111 +2%
RJA
57
Raymond James & Associates
Florida
$91.2K +$19.2K +1,437 +28%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$81.5K -$7.17K -537 -8%
OA
59
Oxbow Advisors
Texas
$80K
SW
60
SVB Wealth
Massachusetts
$76.9K
LNWWM
61
Laird Norton Wetherby Wealth Management
California
$76.3K
VVP
62
Venture Visionary Partners
Ohio
$75.5K
SCM
63
Saba Capital Management
New York
$73.8K +$70.8K +5,303 New
IFWM
64
Institute for Wealth Management
Colorado
$70.4K
T
65
TNF
Montana
$65.7K +$133 +10 +0.2%
MML Investors Services
66
MML Investors Services
Massachusetts
$64K +$6.57K +492 +12%
RFN
67
RDA Financial Network
Iowa
$61.6K -$1.92K -144 -3%
GLA
68
Good Life Advisors
Pennsylvania
$58.2K
HighTower Advisors
69
HighTower Advisors
Illinois
$56K +$187 +14 +0.4%
MOS
70
MGO One Seven
Ohio
$55.9K +$13.5K +1,011 +34%
EM
71
ELCO Management
New York
$45.2K
PWPS
72
Pinnacle Wealth Planning Services
Ohio
$42.6K +$40.9K +3,062 New
GLLW
73
Graves Light Lenhart Wealth
Virginia
$41.7K
SIC
74
Samalin Investment Counsel
New York
$40.2K -$3.19K -239 -8%
IWM
75
IHT Wealth Management
Illinois
$39.9K