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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
$557K +$34.8K +1,281 +6%
LCM
27
Landscape Capital Management
New Jersey
$531K +$582K +21,425 New
SWM
28
Stockman Wealth Management
Montana
$528K +$16.3K +600 +3%
DWM
29
Dakota Wealth Management
Florida
$486K -$13.4K -495 -2%
Osaic Holdings
30
Osaic Holdings
Arizona
$475K +$12.7K +466 +2%
LWM
31
Laidlaw Wealth Management
New York
$445K +$6.63K +244 +1%
AWA
32
Amplius Wealth Advisors
Pennsylvania
$442K +$486K +17,869 New
MC
33
Moors & Cabot
Massachusetts
$433K +$46.6K +1,716 +11%
OC
34
Oppenheimer & Co
New York
$339K +$64.7K +2,380 +21%
EH
35
Equitable Holdings
New York
$296K -$61.4K -2,260 -16%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$264K +$3.23K +119 +1%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$257K +$282K +10,376 New
QC
38
Quantedge Capital
Singapore
$248K +$41.1K +1,512 +18%
NFG
39
Next Financial Group
Texas
$194K +$30.5K +1,122 +17%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$162K +$6.79K +250 +4%
PA
41
Parallel Advisors
California
$112K -$10.1K -373 -8%
SPIA
42
Steward Partners Investment Advisory
New York
$107K +$117K +4,300 New
BBPWM
43
Blue Bell Private Wealth Management
Pennsylvania
$93K +$80.2K +2,953 +369%
MFT
44
Moisand Fitzgerald Tamayo
Florida
$31K +$34K +1,250 New
HI
45
Harbour Investments
Wisconsin
$30K
SBL
46
Sargent Bickham Lagudis
Colorado
$23K
SIS
47
Sound Income Strategies
Florida
$8K
CFD
48
Creative Financial Designs
Indiana
$8K +$54 +2 +0.6%
EIP
49
Ellis Investment Partners
Pennsylvania
$7K +$109 +4 +1%
LFG
50
Larson Financial Group
Missouri
$7K +$8.02K +295 New