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Virtus Equity & Convertible Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
26
Keystone Financial Group (Kentucky)
Kentucky
$1.28M +$27.8K +1,070 +2%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.24M -$49.9K -1,921 -4%
First Trust Advisors
28
First Trust Advisors
Illinois
$1.19M +$274K +10,543 +31%
LSC
29
Logan Stone Capital
Illinois
$1.17M +$1.13M +43,459 New
IWC
30
Integrated Wealth Concepts
Massachusetts
$1.16M +$3.15K +121 +0.3%
KAS
31
Kestra Advisory Services
Texas
$1.09M +$55.2K +2,124 +6%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$1.07M – – –
Ameriprise
33
Ameriprise
Minnesota
$959K -$220K -8,466 -19%
SC
34
Stolper & Co
Oklahoma
$925K -$85K -3,270 -9%
PFS
35
Prospera Financial Services
Texas
$892K -$1.09K -42 -0.1%
PFO
36
PMG Family Office
Texas
$870K +$16.8K +645 +2%
SPIA
37
Steward Partners Investment Advisory
New York
$833K -$6.5K -250 -0.8%
CWM
38
Cornerstone Wealth Management
Missouri
$814K +$64.9K +2,497 +9%
Stifel Financial
39
Stifel Financial
Missouri
$787K -$78.4K -3,015 -9%
RIL
40
Rothschild Investment LLC
Illinois
$779K – – –
AF
41
Allworth Financial
California
$756K -$12.9K -496 -2%
DJYG
42
David J. Yvars Group
Florida
$690K +$131K +5,045 +24%
LFAS
43
Level Four Advisory Services
Texas
$688K +$11.4K +439 +2%
WS
44
Wedbush Securities
California
$686K +$234 +9 +0%
CIA
45
Concurrent Investment Advisors
Florida
$652K +$8.4K +323 +1%
MFS
46
Miller Financial Services
Michigan
$623K +$603K +23,200 New
BBPWM
47
Blue Bell Private Wealth Management
Pennsylvania
$579K +$299K +11,491 +114%
CWM
48
Centurion Wealth Management
Virginia
$578K – – –
Truist Financial
49
Truist Financial
North Carolina
$526K -$12.1K -466 -2%
RAM
50
Readystate Asset Management
Illinois
$473K +$457K +17,594 New