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Virtus Investment Partners
VRTS

Name Holding Trade Value Shares
Change 		Change in
Stake
EB
201
Eastern Bank
Massachusetts
$2.61K – – –
MWA
202
Medallion Wealth Advisors
Connecticut
$2.45K – – –
VCM
203
Versant Capital Management
Arizona
$2.28K -$11.7K -69 -83%
SWP
204
Strategic Wealth Partners
Ohio
$2.12K – – –
NB
205
NBT Bank
New York
$1.96K -$4.56K -27 -14%
MCM
206
MAI Capital Management
Ohio
$1.96K -$3.38K -20 -63%
WTC
207
WhitTier Trust Company
Nevada
$1.86K – – –
MIM
208
MTM Investment Management
South Carolina
$1.47K – – –
FC
209
Financial Consulate
Maryland
$1.31K – – –
PA
210
Parallel Advisors
California
$1.3K -$3.04K -18 -69%
AGWCA
211
Annis Gardner Whiting Capital Advisors
Florida
$1.14K -$845 -5 -42%
PWMG
212
Prestige Wealth Management Group
New Jersey
$1.14K – – –
SS
213
SBI Securities
Japan
$1.14K -$507 -3 -30%
CTB
214
Country Trust Bank
Illinois
$1.14K – – –
HFS
215
Hantz Financial Services
Michigan
$1K -$507 -3 -30%
C
216
Covestor
United Kingdom
$1K +$676 +4 +400%
RMC
217
Resources Management Corp
Connecticut
$1K +$1.18K +7 New
FG
218
Fairman Group
Pennsylvania
$979 – – –
CA
219
Clearstead Advisors
Ohio
$816 -$9.63K -57 -92%
FMII
220
Farmers & Merchants Investments Inc
Nebraska
$816 – – –
JFA
221
JNBA Financial Advisors
Minnesota
$816 – – –
SWM
222
Spire Wealth Management
Virginia
$816 – – –
BGAI
223
Bruce G. Allen Investments
Colorado
$816 +$169 +1 +25%
BFS
224
Bare Financial Services
Pennsylvania
$489 -$507 -3 -50%
SS
225
Sunbelt Securities
Texas
$489 -$338 -2 -40%
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9
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