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Virtus Equity & Convertible Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
76
Mariner
Kansas
$211K +$204K +7,851 New
LNWTC
77
Laird Norton Wetherby Trust Company
Washington
$210K +$203K +7,820 New
NA
78
NewEdge Advisors
Louisiana
$203K +$1.22K +47 +0.6%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$123K – – –
WWM
80
Wolff Wiese Magana
California
$114K – – –
US Bancorp
81
US Bancorp
Minnesota
$111K – – –
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$80.7K – – –
WA
83
Westfuller Advisors
New York
$61.5K +$1.3K +50 +2%
JP Morgan Chase
84
JP Morgan Chase
New York
$39.5K +$30.7K +1,179 +387%
CA
85
CoreCap Advisors
Michigan
$34.9K – – –
EB
86
Eastern Bank
Massachusetts
$34.9K – – –
FFA
87
Farther Finance Advisors
California
$31.5K – – –
HI
88
Harbour Investments
Wisconsin
$30.2K – – –
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$18.8K +$18.2K +700 New
CIA
90
Cape Investment Advisory
Georgia
$11.7K +$11.3K +435 New
WIM
91
Westside Investment Management
California
$9.4K – – –
SFCL
92
Strengthening Families & Communities LLC
Massachusetts
$5.22K +$130 +5 +3%
HWP
93
Highline Wealth Partners
California
$4.03K -$5.75K -221 -60%
Fidelity Investments
94
Fidelity Investments
Massachusetts
$3.79K +$3.67K +141 New
Russell Investments Group
95
Russell Investments Group
United Kingdom
$154 +$156 +6 New
HWAM
96
Hennion & Walsh Asset Management
New Jersey
– -$238K -10,171 Closed
GAA
97
Global Assets Advisory
Florida
– -$234K -10,000 Closed
MCM
98
MAI Capital Management
Ohio
– -$69.5K -2,976 Closed
ASN
99
Advisory Services Network
Georgia
– -$1.52K -65 Closed