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AIO

Virtus Artificial Intelligence & Technology Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
26
Dakota Wealth Management
Florida
$312K -$14.5K -805 -4%
CD
27
Chapin Davis
Maryland
$286K -$22.6K -1,250 -7%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$275K +$80.3K +4,450 +36%
KWA
29
Kingswood Wealth Advisors
California
$233K +$33.2K +1,838 +15%
BCA
30
Bay Colony Advisors
Massachusetts
$230K +$21.5K +1,194 +9%
BRWA
31
B. Riley Wealth Advisors
Florida
$217K -$8.86K -491 -4%
NS
32
NBC Securities
Alabama
$212K +$232K +12,878 New
ASN
33
Advisory Services Network
Georgia
$198K +$216K +11,967 New
RJFSA
34
Raymond James Financial Services Advisors
Florida
$194K +$212K +11,734 New
Walleye Capital
35
Walleye Capital
New York
$173K +$189K +10,483 New
EC
36
Elequin Capital
New York
$133K +$146K +8,082 New
WAM
37
Wolverine Asset Management
Illinois
$113K +$123K +6,822 New
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$71.6K
FIA
39
FNY Investment Advisers
New York
$66K
Comerica Bank
40
Comerica Bank
Texas
$39.9K +$43.6K +2,414 New
SWM
41
Spire Wealth Management
Virginia
$38.1K +$1.01K +56 +2%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$26K
NA
43
NewEdge Advisors
Louisiana
$22.2K +$253 +14 +1%
HI
44
Harbour Investments
Wisconsin
$19.6K
PA
45
Parallel Advisors
California
$18.4K +$487 +27 +2%
LFG
46
Larson Financial Group
Missouri
$11.9K
TCOV
47
Trust Company of Vermont
Vermont
$11.4K
SIS
48
Sound Income Strategies
Florida
$5.65K
AA
49
Ancora Advisors
Ohio
$1.65K
1CP
50
1607 Capital Partners
Virginia
-$1.59M -86,351 Closed