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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
$354K -$25.8K -1,355 -7%
CA
27
Claro Advisors
Massachusetts
$345K -$273K -14,346 -45%
CD
28
Chapin Davis
Maryland
$338K -$9.51K -500 -3%
BCA
29
Bay Colony Advisors
Massachusetts
$331K +$17.3K +910 +6%
HIC
30
Hartline Investment Corp
Illinois
$331K +$314K +16,504 New
AWS
31
Atria Wealth Solutions
New York
$278K +$20.7K +1,089 +9%
KWA
32
Kingswood Wealth Advisors
California
$270K +$256K +13,436 New
P
33
&Partners
Tennessee
$267K
BBPWM
34
Blue Bell Private Wealth Management
Pennsylvania
$239K +$140K +7,351 +162%
NS
35
NBC Securities
Alabama
$227K -$30.1K -1,582 -12%
GS
36
GTS Securities
Florida
$221K
BRWA
37
B. Riley Wealth Advisors
Florida
$217K -$1.47K -77 -0.6%
SWM
38
SeaCrest Wealth Management
New York
$201K +$190K +10,000 New
CAM
39
Creekmur Asset Management
Illinois
$47.6K -$107K -5,616 -70%
SWM
40
Spire Wealth Management
Virginia
$39.1K -$8.52K -448 -19%
WAM
41
Wolverine Asset Management
Illinois
$37.1K -$2.54M -133,312 -99%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$37K
US Bancorp
43
US Bancorp
Minnesota
$32K +$11.3K +596 +60%
NA
44
NewEdge Advisors
Louisiana
$27.7K +$361 +19 +1%
Comerica Bank
45
Comerica Bank
Texas
$27.3K -$23.7K -1,246 -48%
HI
46
Harbour Investments
Wisconsin
$23.9K
PA
47
Parallel Advisors
California
$23.7K +$704 +37 +3%
CFGS
48
Concourse Financial Group Securities
Alabama
$17.5K +$13.9K +733 +524%
JP Morgan Chase
49
JP Morgan Chase
New York
$6.98K +$6.62K +348 New
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$6.02K -$60.5K -3,181 -91%