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AIO

Virtus Artificial Intelligence & Technology Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EPW
51
Evolve Private Wealth
California
$247K +$8.18K +364 +3%
AG
52
AmeriFlex Group
Nevada
$231K +$53.9K +2,400 +29%
WAP
53
Wealthcare Advisory Partners
Pennsylvania
$222K +$3.32K +148 +1%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$213K +$223K +9,938 New
CIA
55
Concurrent Investment Advisors
Florida
$203K +$213K +9,504 New
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$173K
BBPWM
57
Blue Bell Private Wealth Management
Pennsylvania
$155K +$162K +7,212 +36,060%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$154K +$119K +5,295 +279%
NS
59
NBC Securities
Alabama
$137K -$17K -759 -11%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$85.1K +$89.3K +3,976 New
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$71.1K +$1.21K +54 +2%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$53.5K
GWM
63
Geneos Wealth Management
Colorado
$38.3K
MCM
64
MAI Capital Management
Ohio
$23.3K
CAM
65
Chesapeake Asset Management
New York
$22.9K +$24K +1,070 New
UBS AM
66
UBS AM
Illinois
$17.7K +$11.4K +509 +160%
FFA
67
Farther Finance Advisors
California
$12.6K +$12.9K +575 New
T
68
Tidemark
California
$8.76K +$854 +38 +10%
HI
69
Harbour Investments
Wisconsin
$7.71K -$20.2K -900 -71%
SA
70
Strategic Advocates
Utah
$6.92K -$485K -21,612 -99%
DJSG
71
D.J. St. Germain
Massachusetts
$5.89K
GA
72
GoalVest Advisory
New York
$4.3K
CPG
73
Cornerstone Planning Group
New Jersey
$2.63K +$22 +1 +1%
AA
74
Ancora Advisors
Ohio
$2.14K
HWP
75
Highline Wealth Partners
California
$2.14K