We are live on ! Find out more
NIE

Virtus Equity & Convertible Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
26
Saba Capital Management
New York
$403K -$327K -15,650 -45%
BC
27
Brinker Capital
Pennsylvania
$388K -$14.5K -693 -4%
BFEC
28
Benjamin F. Edwards & Company
Missouri
$372K +$137K +6,524 +59%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$346K +$4.88K +233 +1%
CRC
30
Curi RMB Capital
Illinois
$322K +$319K +15,225 New
UCFA
31
United Capital Financial Advisors
Texas
$315K +$19.9K +949 +7%
Ameriprise
32
Ameriprise
Minnesota
$300K -$481 -23 -0.2%
SPC
33
Sigma Planning Corp
Michigan
$285K +$282K +13,495 New
DC
34
Davenport & Co
Virginia
$269K +$266K +12,734 New
UWM
35
USAdvisors Wealth Management
Minnesota
$265K +$262K +12,542 New
PCM
36
Pointe Capital Management
Michigan
$256K -$48.3K -2,308 -16%
SIA
37
Starfire Investment Advisers
Michigan
$256K +$253K +12,112 New
CWM
38
Cornerstone Wealth Management
Missouri
$237K +$3.7K +177 +2%
HFS
39
HL Financial Services
Kentucky
$223K +$4.37K +209 +2%
LFAS
40
Level Four Advisory Services
Texas
$206K +$204K +9,759 New
SKK
41
Shepherd Kaplan Krochuk
Massachusetts
$205K -$31.4K -1,500 -13%
LPL Financial
42
LPL Financial
California
$202K -$19.8K -947 -9%
Citigroup
43
Citigroup
New York
$184K -$14.8K -705 -8%
SPIA
44
Steward Partners Investment Advisory
New York
$126K
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$121K
SWP
46
Stratos Wealth Partners
Ohio
$109K +$108K +5,175 New
MOS
47
MGO One Seven
Ohio
$60K +$59.1K +2,826 New
GWM
48
Geneos Wealth Management
Colorado
$55K +$2.09K +100 +4%
IA
49
IFP Advisors
Florida
$52K -$19.9K -950 -28%
CWM
50
Cedar Wealth Management
California
$36K