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NCV

Virtus Convertible & Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BW
51
Bison Wealth
Georgia
$99K +$4.38K +350 +5%
SBIA
52
Sheaff Brock Investment Advisors
Indiana
$95K +$3.39K +271 +4%
CA
53
Cetera Advisors
Colorado
$91.2K -$313 -25 -0.4%
EC
54
Elequin Capital
New York
$87.5K +$21.7K +1,732 +36%
IWC
55
Integrated Wealth Concepts
Massachusetts
$86K -$3.41K -272 -4%
AFG
56
Atomi Financial Group
New York
$81.8K -$15.5K -1,238 -17%
MOS
57
MGO One Seven
Ohio
$78.5K +$8.28K +661 +13%
HBCM
58
Heron Bay Capital Management
Michigan
$78.1K -$1.56M -124,256 -96%
HF
59
HRT Financial
New York
$78K +$73.2K +5,848 New
AWS
60
Atria Wealth Solutions
New York
$77.5K -$32.6K -2,605 -31%
OA
61
Oxbow Advisors
Texas
$77.5K
LNWWM
62
Laird Norton Wetherby Wealth Management
California
$73.9K
RJFSA
63
Raymond James Financial Services Advisors
Florida
$73.8K -$12.5K -998 -15%
VVP
64
Venture Visionary Partners
Ohio
$73.1K -$1.1K -88 -2%
MML Investors Services
65
MML Investors Services
Massachusetts
$70K -$3.93K -314 -6%
IFWM
66
Institute for Wealth Management
Colorado
$66.5K
Comerica Bank
67
Comerica Bank
Texas
$62.8K -$1.07M -85,125 -95%
PWPS
68
Pinnacle Wealth Planning Services
Ohio
$62.3K +$7.15K +571 +14%
IC
69
IEQ Capital
California
$61.4K -$79.2K -6,322 -58%
T
70
TNF
Montana
$58.3K +$200 +16 +0.4%
GLA
71
Good Life Advisors
Pennsylvania
$56.4K
Verition Fund Management
72
Verition Fund Management
Connecticut
$53.9K +$50.1K +4,000 New
TSS
73
Two Sigma Securities
New York
$53.2K +$49.4K +3,945 New
Walleye Capital
74
Walleye Capital
New York
$51.1K +$11.3K +901 +31%
OC
75
Oppenheimer & Co
New York
$48.3K +$44.9K +3,583 New