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NCV

Virtus Convertible & Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
51
Atria Wealth Solutions
New York
$104K -$61.3K -4,599 -35%
SIMG
52
Sonora Investment Management Group
Arizona
$102K -$132K -9,937 -55%
GSIAS
53
Garden State Investment Advisory Services
New Jersey
$92.6K +$253 +19 +0.3%
AFG
54
Atomi Financial Group
New York
$90.8K +$97.3K +7,303 New
BW
55
Bison Wealth
Georgia
$87K
CA
56
Cetera Advisors
Colorado
$84.5K -$3K -225 -3%
SBIA
57
Sheaff Brock Investment Advisors
Indiana
$84.3K +$1.76K +132 +2%
IWC
58
Integrated Wealth Concepts
Massachusetts
$82.7K
RJFSA
59
Raymond James Financial Services Advisors
Florida
$80.5K +$8.22K +617 +11%
OA
60
Oxbow Advisors
Texas
$71.5K
AWM
61
Axxcess Wealth Management
California
$71.3K +$76.4K +5,733 New
SW
62
SVB Wealth
Massachusetts
$68.7K
VVP
63
Venture Visionary Partners
Ohio
$68.6K +$1.17K +88 +2%
LNWWM
64
Laird Norton Wetherby Wealth Management
California
$68.2K
MML Investors Services
65
MML Investors Services
Massachusetts
$68K +$11.5K +861 +19%
MOS
66
MGO One Seven
Ohio
$64.2K +$15.3K +1,146 +29%
Citadel Advisors
67
Citadel Advisors
Florida
$61.7K +$66.1K +4,961 New
IFWM
68
Institute for Wealth Management
Colorado
$61.3K -$1.67K -125 -2%
EC
69
Elequin Capital
New York
$59.2K -$90.4K -6,786 -59%
HighTower Advisors
70
HighTower Advisors
Illinois
$56K +$6.85K +514 +13%
RFN
71
RDA Financial Network
Iowa
$54.1K -$999 -75 -2%
T
72
TNF
Montana
$52.3K -$4.06K -305 -6%
GLA
73
Good Life Advisors
Pennsylvania
$52K
PWPS
74
Pinnacle Wealth Planning Services
Ohio
$50.4K +$13.2K +992 +32%
EM
75
ELCO Management
New York
$40.4K