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AIO

Virtus Artificial Intelligence & Technology Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SC
26
Stolper & Co
Oklahoma
$554K +$2.37K +87 +0.4%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$543K +$121K +4,446 +29%
Osaic Holdings
28
Osaic Holdings
Arizona
$516K -$23.7K -871 -4%
KAS
29
Kestra Advisory Services
Texas
$505K +$107K +3,946 +28%
BRWM
30
B. Riley Wealth Management
Tennessee
$471K -$8.16K -300 -2%
CA
31
Claro Advisors
Massachusetts
$437K +$429K +15,772 New
MC
32
Moors & Cabot
Massachusetts
$431K +$5.71K +210 +1%
LJAC
33
L.J. Altfest & Co
New York
$386K +$379K +13,926 New
OC
34
Oppenheimer & Co
New York
$355K +$13.6K +500 +4%
EH
35
Equitable Holdings
New York
$354K +$46.4K +1,705 +15%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$305K +$71.8K +2,640 +32%
DADC
37
D.A. Davidson & Co
Montana
$222K +$218K +8,000 New
NFG
38
Next Financial Group
Texas
$183K +$97.9K +3,600 +121%
PA
39
Parallel Advisors
California
$136K +$84.9K +3,120 +175%
FIA
40
FNY Investment Advisers
New York
$83K -$22.1K -811 -21%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$55K +$54.4K +2,000 New
NFSG
42
Newbridge Financial Services Group
Florida
$42K
SBL
43
Sargent Bickham Lagudis
Colorado
$31K
CFD
44
Creative Financial Designs
Indiana
$22K +$5.49K +202 +33%
SIS
45
Sound Income Strategies
Florida
$9K +$9.3K +342 New
EIP
46
Ellis Investment Partners
Pennsylvania
$8K +$8.19K +301 New
SWM
47
Sugarloaf Wealth Management
Georgia
$6K +$109 +4 +2%
CA
48
Cornerstone Advisors
North Carolina
-$2.07M -77,889 Closed
SPIA
49
Steward Partners Investment Advisory
New York
-$212K -8,000 Closed
SQA
50
Simon Quick Advisors
New Jersey
-$10K -400 Closed