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AIO

Virtus Artificial Intelligence & Technology Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
26
B. Riley Wealth Advisors
Florida
$346K -$94.3K -5,736 -21%
SPIA
27
Steward Partners Investment Advisory
New York
$336K +$49.3K +3,000 +17%
MC
28
Moors & Cabot
Massachusetts
$321K -$1.97K -120 -0.6%
DWM
29
Dakota Wealth Management
Florida
$313K +$97.1K +5,905 +44%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$307K -$13.7K -830 -4%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$297K +$1.33K +81 +0.4%
Cohen & Steers
32
Cohen & Steers
New York
$290K
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$287K +$292K +17,740 New
SWM
34
Stockman Wealth Management
Montana
$283K -$29.8K -1,809 -9%
CD
35
Chapin Davis
Maryland
$274K +$278K +16,900 New
OC
36
Oppenheimer & Co
New York
$266K +$27.2K +1,653 +11%
COLIM
37
City of London Investment Management
United Kingdom
$220K
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$109K
BBPWM
39
Blue Bell Private Wealth Management
Pennsylvania
$107K -$789 -48 -0.7%
FIA
40
FNY Investment Advisers
New York
$64K
SWM
41
Spire Wealth Management
Virginia
$26K
MCC
42
Money Concepts Capital
Florida
$24.3K +$24.7K +1,500 New
MRCM
43
M&R Capital Management
New Jersey
$23.6K +$23.9K +1,456 New
HI
44
Harbour Investments
Wisconsin
$19.3K
PA
45
Parallel Advisors
California
$16.7K -$1.41K -86 -8%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$13K +$3.09K +188 +31%
LFG
47
Larson Financial Group
Missouri
$11.7K
ASN
48
Advisory Services Network
Georgia
$11.2K +$11.4K +694 New
RCM
49
Raleigh Capital Management
North Carolina
$7.69K +$1.23K +75 +19%
SIS
50
Sound Income Strategies
Florida
$5.54K