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Virtus Equity & Convertible Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
Silverlake Wealth Management
Vermont
$205K – – –
GLLW
52
Graves Light Lenhart Wealth
Virginia
$196K – – –
FF
53
FourThought Financial
Florida
$187K -$73.4K -3,161 -26%
BAM
54
Belpointe Asset Management
Nevada
$141K – – –
VVP
55
Venture Visionary Partners
Ohio
$139K +$156K +6,714 New
BBPWM
56
Blue Bell Private Wealth Management
Pennsylvania
$113K – – –
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$110K -$283K -12,175 -70%
TFP
58
Tilia Fiduciary Partners
North Carolina
$98K – – –
WWM
59
Wolff Wiese Magana
California
$88K – – –
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$44K +$25.9K +1,114 +111%
GWM
61
Geneos Wealth Management
Colorado
$36K – – –
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$34K -$3.04K -131 -7%
HI
63
Harbour Investments
Wisconsin
$32K +$36.2K +1,557 New
CWM
64
Cedar Wealth Management
California
$31K – – –
APA
65
American Portfolios Advisors
New York
$26.4K +$279 +12 +1%
AA
66
Ancora Advisors
Ohio
$20K – – –
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$16K – – –
TFGT
68
TS Financial Group (TSFG)
Illinois
$16K – – –
SFCL
69
Strengthening Families & Communities LLC
Massachusetts
$10K – – –
BFEC
70
Benjamin F. Edwards & Company
Missouri
$6K -$999 -43 -13%
FBC
71
Fairfield, Bush & Co
Connecticut
$5K +$5.81K +250 New
CA
72
Clearstead Advisors
Ohio
$3K -$15.8K -682 -80%
JP Morgan Chase
73
JP Morgan Chase
New York
$1K -$22.1K -951 -97%
IA
74
IFP Advisors
Florida
$1K – – –
WIM
75
Westside Investment Management
California
$7 – – –