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NCZ

Virtus Convertible & Income Fund II

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$48K +$2.54K +222 +6%
SA
52
SFI Advisors
New Jersey
$47.5K
OAM
53
Occidental Asset Management
California
$45.6K +$1.44K +126 +3%
GJWM
54
Gilliland Jeter Wealth Management
Arkansas
$43.4K
KAS
55
KPP Advisory Services
Kentucky
$41.9K -$15K -1,311 -27%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$41.8K -$9.64K -843 -19%
VF
57
Virtu Financial
New York
$41K +$39.9K +3,490 New
BRWA
58
B. Riley Wealth Advisors
Florida
$37.7K -$93.8K -8,200 -72%
AWS
59
Atria Wealth Solutions
New York
$36.3K +$744 +65 +2%
HWMC
60
Heritage Wealth Management (California)
California
$36.2K -$2.3K -201 -6%
SWP
61
Semus Wealth Partners
Florida
$33.8K +$1.01K +88 +3%
CL
62
CSS LLC
Illinois
$33.2K +$641 +56 +2%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$32.6K
GVAG
64
Great Valley Advisor Group
Delaware
$32.3K +$31.6K +2,765 New
SC
65
Sykon Capital
New York
$29.2K +$28.6K +2,500 New
ATPW
66
Ashton Thomas Private Wealth
Arizona
$22.8K +$22.3K +1,950 New
HWM
67
HighMark Wealth Management
Minnesota
$13.6K +$412 +36 +3%
CIBC Private Wealth Group
68
CIBC Private Wealth Group
Georgia
$9.93K +$9.6K +839 New
EWA
69
EverSource Wealth Advisors
Alabama
$8.32K
FFO
70
Fortitude Family Office
Arizona
$7.3K
Bessemer Group
71
Bessemer Group
New Jersey
$7K +$332 +29 +5%
SPIA
72
Steward Partners Investment Advisory
New York
$2.59K +$2.54K +222 New
AssetMark Inc
73
AssetMark Inc
California
$1.28K -$892 -78 -42%
CPA
74
Clear Point Advisors
New York
$206 +$11 +1 +6%
HNB
75
Huntington National Bank
Ohio
$18