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AIO

Virtus Artificial Intelligence & Technology Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BCA
26
Bay Colony Advisors
Massachusetts
$402K +$31.2K +1,473 +9%
KWA
27
Kingswood Wealth Advisors
California
$394K +$2.23K +105 +0.6%
CD
28
Chapin Davis
Maryland
$393K
PFS
29
Prospera Financial Services
Texas
$393K +$16.4K +775 +5%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$391K +$377K +17,813 New
RJFSA
31
Raymond James Financial Services Advisors
Florida
$333K -$36K -1,697 -10%
Truist Financial
32
Truist Financial
North Carolina
$326K +$314K +14,825 New
BRWA
33
B. Riley Wealth Advisors
Florida
$310K -$3.71K -175 -1%
RJT
34
Raymond James Trust
Florida
$299K
IWM
35
IHT Wealth Management
Illinois
$285K +$276K +13,022 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$277K +$267K +12,625 New
DJYG
37
David J. Yvars Group
Florida
$256K +$247K +11,672 New
Osaic Holdings
38
Osaic Holdings
Arizona
$256K -$10.3K -487 -4%
NS
39
NBC Securities
Alabama
$192K -$68.8K -3,249 -27%
Comerica Bank
40
Comerica Bank
Texas
$97.7K +$65.4K +3,088 +227%
US Bancorp
41
US Bancorp
Minnesota
$47.4K -$11.1K -523 -20%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$41K
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$34.5K
NA
44
NewEdge Advisors
Louisiana
$30.9K +$297 +14 +1%
PA
45
Parallel Advisors
California
$27.1K +$530 +25 +2%
HI
46
Harbour Investments
Wisconsin
$26.1K
CFGS
47
Concourse Financial Group Securities
Alabama
$20.8K +$1.57K +74 +8%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$15.5K +$11.9K +560 +386%
JP Morgan Chase
49
JP Morgan Chase
New York
$5.14K -$1.82K -86 -27%
AA
50
Ancora Advisors
Ohio
$2.2K