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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
$1.21M -$18.3K -722 -1%
TWML
27
Todd Wealth Management, LLC
Florida
$1.21M +$1.23M +48,371 New
IWC
28
Integrated Wealth Concepts
Massachusetts
$1.15M -$231K -9,111 -16%
Stifel Financial
29
Stifel Financial
Missouri
$1.09M -$892K -35,223 -45%
Calamos Advisors
30
Calamos Advisors
Illinois
$1.05M +$657K +25,955 +160%
RAM
31
Readystate Asset Management
Illinois
$1.03M +$499K +19,703 +90%
KAS
32
Kestra Advisory Services
Texas
$994K +$2.2K +87 +0.2%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$895K +$189K +7,477 +26%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$893K – – –
Ameriprise
35
Ameriprise
Minnesota
$850K -$153K -6,055 -15%
SC
36
Stolper & Co
Oklahoma
$813K +$18.2K +719 +2%
SPIA
37
Steward Partners Investment Advisory
New York
$779K -$26.4K -1,043 -3%
AF
38
Allworth Financial
California
$779K -$71.9K -2,838 -8%
PFO
39
PMG Family Office
Texas
$736K -$12.9K -509 -2%
RIL
40
Rothschild Investment LLC
Illinois
$722K – – –
PFS
41
Prospera Financial Services
Texas
$694K -$6.51K -257 -0.9%
CWM
42
Cornerstone Wealth Management
Missouri
$658K +$22.4K +886 +3%
LFAS
43
Level Four Advisory Services
Texas
$642K +$49.6K +1,959 +8%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$622K +$72.6K +2,867 +13%
Truist Financial
45
Truist Financial
North Carolina
$538K – – –
CWM
46
Centurion Wealth Management
Virginia
$536K – – –
DJYG
47
David J. Yvars Group
Florida
$527K +$91.6K +3,615 +21%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$509K +$36.9K +1,457 +8%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$460K -$7.37K -291 -2%
HWAM
50
Hennion & Walsh Asset Management
New Jersey
$419K -$380K -15,012 -47%