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Virtus Investment Partners
VRTS

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
201
NBT Bank
New York
$1.72K – – –
PFBT
202
Parkside Financial Bank & Trust
Missouri
$1.72K – – –
WTC
203
WhitTier Trust Company
Nevada
$1.71K – – –
JWM
204
JPL Wealth Management
Colorado
$1.58K +$141 +1 +10%
MIM
205
MTM Investment Management
South Carolina
$1.29K – – –
LFG
206
Larson Financial Group
Missouri
$1.29K +$1.13K +8 +800%
APW
207
Allied Private Wealth
Florida
$1.24K +$1.13K +8 New
MNA
208
Manning & Napier Advisors
New York
$1.15K +$1.13K +8 New
FC
209
Financial Consulate
Maryland
$1.15K – – –
CTB
210
Country Trust Bank
Illinois
$1K – – –
PWMG
211
Prestige Wealth Management Group
New Jersey
$1K – – –
FG
212
Fairman Group
Pennsylvania
$861 – – –
BGAI
213
Bruce G. Allen Investments
Colorado
$861 +$706 +5 +500%
KFAS
214
Keating Financial Advisory Services
Kansas
$861 +$847 +6 New
SHIM
215
Stone House Investment Management
Pennsylvania
$861 +$847 +6 New
FMII
216
Farmers & Merchants Investments Inc
Nebraska
$718 – – –
JFA
217
JNBA Financial Advisors
Minnesota
$718 – – –
CFM
218
Cornerstone Financial Management
Massachusetts
$574 -$988 -7 -64%
BIA
219
Bell Investment Advisors
California
$574 – – –
RWS
220
Retirement Wealth Solutions
Wisconsin
$574 – – –
RWM
221
Rialto Wealth Management
New York
$574 – – –
CFP
222
Comprehensive Financial Planning
Pennsylvania
$574 +$565 +4 New
CA
223
CoreCap Advisors
Michigan
$574 +$565 +4 New
PWA
224
Physician Wealth Advisors
Utah
$574 +$565 +4 New
HFS
225
Hughes Financial Services
Virginia
$431 +$282 +2 +200%
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9
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