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Virtus Investment Partners
VRTS

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
201
Centerpoint Advisors
Massachusetts
$2K +$1.77K +12 New
BWA
202
Basecamp Wealth Advisors
Washington
$1.88K +$1.77K +12 +600%
SWP
203
Strategic Wealth Partners
Ohio
$1.75K – – –
HI
204
Harbour Investments
Wisconsin
$1.67K +$1.77K +12 New
PFBT
205
Parkside Financial Bank & Trust
Missouri
$1.61K -$1.62K -11 -48%
NB
206
NBT Bank
New York
$1.61K -$22.3K -151 -93%
CFM
207
Cornerstone Financial Management
Massachusetts
$1.48K +$1.18K +8 +267%
WTC
208
WhitTier Trust Company
Nevada
$1.41K – – –
SIC
209
SJS Investment Consulting
Ohio
$1.34K +$1.33K +9 +900%
JWM
210
JPL Wealth Management
Colorado
$1.34K +$1.48K +10 New
TPWA
211
Twin Peaks Wealth Advisors
California
$1.34K +$1.48K +10 New
MIM
212
MTM Investment Management
South Carolina
$1.21K – – –
FC
213
Financial Consulate
Maryland
$1.07K – – –
WPA
214
Wealth Preservation Advisors
Tennessee
$1.07K +$1.18K +8 New
C
215
Covestor
United Kingdom
$1K – – –
RMC
216
Resources Management Corp
Connecticut
$1K – – –
HFS
217
Hantz Financial Services
Michigan
$1K +$590 +4 +57%
AGWCA
218
Annis Gardner Whiting Capital Advisors
Florida
$941 – – –
PWMG
219
Prestige Wealth Management Group
New Jersey
$941 – – –
CTB
220
Country Trust Bank
Illinois
$940 – – –
FG
221
Fairman Group
Pennsylvania
$806 – – –
SWM
222
Spire Wealth Management
Virginia
$806 +$148 +1 +20%
FMII
223
Farmers & Merchants Investments Inc
Nebraska
$672 – – –
JFA
224
JNBA Financial Advisors
Minnesota
$672 – – –
BIA
225
Bell Investment Advisors
California
$538 +$590 +4 New
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9
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