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Virtus Equity & Convertible Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
76
Wolff Wiese Magana
California
$106K – – –
US Bancorp
77
US Bancorp
Minnesota
$103K – – –
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$83K +$177 +7 +0.2%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$74.9K – – –
MCM
80
MAI Capital Management
Ohio
$72.6K +$1.42K +56 +2%
WA
81
Westfuller Advisors
New York
$54.7K +$1.06K +42 +2%
HI
82
Harbour Investments
Wisconsin
$51K – – –
CA
83
CoreCap Advisors
Michigan
$32.4K – – –
EB
84
Eastern Bank
Massachusetts
$32.3K – – –
FFA
85
Farther Finance Advisors
California
$23.7K – – –
HWP
86
Highline Wealth Partners
California
$9.24K +$3.8K +150 +68%
JP Morgan Chase
87
JP Morgan Chase
New York
$8.92K -$1.11K -44 -11%
WIM
88
Westside Investment Management
California
$8.72K – – –
SFCL
89
Strengthening Families & Communities LLC
Massachusetts
$4.55K +$101 +4 +2%
VNA
90
Valley National Advisers
Pennsylvania
$4K – – –
Fidelity Investments
91
Fidelity Investments
Massachusetts
$773 – – –
PIWA
92
Prevail Innovative Wealth Advisors
Kansas
– -$249K -9,905 Closed
JWCA
93
J.W. Cole Advisors
Florida
– -$202K -8,028 Closed
FFWM
94
Future Financial Wealth Management
Ohio
– -$25.1K -1,000 Closed
TFGT
95
TS Financial Group (TSFG)
Illinois
– -$19K -754 Closed
NC
96
North Capital
Utah
– -$7.16K -285 Closed
ASN
97
Advisory Services Network
Georgia
– -$4.14K -165 Closed
PS
98
Principal Securities
Iowa
– -$2.56K -102 Closed
HCM
99
Hollencrest Capital Management
California
– -$1.66K -66 Closed