VIRTUS CONVERTIBLE & INC FD
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 99,500 | 121,010 | +21,510 | 0.29 | 0.32 | +0.03 | buy |
| HighMark Wealth Management LLC | 1,303 | 748 | -555 | 0.01 | 0.00 | -0.00 | sell |
| Twelve Points Wealth Management LLC | 48,093 | 47,397 | -696 | 0.17 | 0.16 | -0.00 | sell |
| ACCREDITED INVESTOR SERVICES, LLC | 16,394 | 14,175 | -2,219 | 0.16 | 0.13 | -0.03 | sell |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 18,406 | 16,049 | -2,357 | 0.18 | 0.15 | -0.03 | sell |
| Congress Park Capital LLC | 553,070 | 511,794 | -41,276 | 2.33 | 2.18 | -0.15 | sell |