We are live on ! Find out more
NIE

Virtus Equity & Convertible Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$935K +$131K +4,966 +18%
Ameriprise
27
Ameriprise
Minnesota
$866K -$96.7K -3,660 -11%
TC
28
Telemus Capital
Michigan
$852K +$45.2K +1,713 +6%
GG
29
Golden Green
South Carolina
$804K +$751K +28,445 New
Truist Financial
30
Truist Financial
North Carolina
$762K -$4.31K -163 -0.6%
CWM
31
Cornerstone Wealth Management
Missouri
$626K +$54.8K +2,076 +10%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$623K -$13.2K -500 -2%
DWM
33
Dakota Wealth Management
Florida
$602K +$106K +4,020 +23%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$529K +$8.29K +314 +2%
IFWM
35
Institute for Wealth Management
Colorado
$502K -$3.67K -139 -0.8%
Bank of America
36
Bank of America
North Carolina
$498K -$152K -5,750 -25%
BRWA
37
B. Riley Wealth Advisors
Florida
$474K +$442K +16,734 New
ASN
38
Advisory Services Network
Georgia
$427K -$5.04K -191 -1%
WS
39
Wedbush Securities
California
$382K -$52.8K -2,000 -13%
DC
40
Davenport & Co
Virginia
$326K -$12.5K -473 -4%
SFS
41
Shaker Financial Services
Virginia
$310K -$59.4K -2,249 -17%
LPL Financial
42
LPL Financial
California
$309K -$44.6K -1,688 -13%
CBT
43
CoreFirst Bank & Trust
Kansas
$300K +$281K +10,619 New
LWAC
44
Laurel Wealth Advisors (California)
California
$273K
GLLW
45
Graves Light Lenhart Wealth
Virginia
$267K
MA
46
MONECO Advisors
Connecticut
$267K +$555 +21 +0.2%
CAN
47
Claraphi Advisory Network
United States
$244K
Citigroup
48
Citigroup
New York
$238K
PCM
49
Parsons Capital Management
Rhode Island
$226K +$211K +8,000 New
BAM
50
Belpointe Asset Management
Nevada
$205K