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Vistra
VST

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
526
Belmont Capital
California
$248K – – –
GWMR
527
GC Wealth Management RIA
Massachusetts
$244K +$173K +3,498 New
IAIM
528
International Assets Investment Management
Florida
$236K +$163K +3,300 New
QCG
529
Quadrant Capital Group
Ohio
$235K +$36.3K +734 +28%
GLA
530
Good Life Advisors
Pennsylvania
$233K +$166K +3,350 New
IPW
531
Impact Partnership Wealth
Georgia
$232K +$15.3K +309 +10%
OTL
532
Oak Thistle LLC
New York
$231K -$348K -7,030 -68%
VCA
533
Verdence Capital Advisors
Maryland
$226K +$160K +3,243 New
BWP
534
Balboa Wealth Partners
Arizona
$226K -$208K -4,198 -56%
KWM
535
Kingsview Wealth Management
Oregon
$225K +$160K +3,237 New
SC
536
Savant Capital
Illinois
$224K +$159K +3,223 New
TPI
537
Trust Point Inc
Wisconsin
$222K +$158K +3,193 New
ELM
538
Elite Life Management
Florida
$221K +$157K +3,167 New
CW
539
CreativeOne Wealth
Kansas
$215K +$153K +3,086 New
MPM
540
MBB Public Markets
Illinois
$215K +$152K +3,082 New
DC
541
Diametric Capital
Massachusetts
$211K +$150K +3,023 New
SFA
542
Sequoia Financial Advisors
Ohio
$209K +$149K +3,008 New
LNWWM
543
Laird Norton Wetherby Wealth Management
California
$208K +$148K +2,982 New
RIM
544
Rakuten Investment Management
Japan
$205K +$134K +2,702 +1,140%
AF
545
Apexium Financial
Texas
$203K +$143K +2,900 New
CWS
546
Confluence Wealth Services
Pennsylvania
$202K +$143K +2,900 New
CT
547
ClearAlpha Technologies
Connecticut
$201K -$753K -15,215 -84%
BC
548
Bridgefront Capital
Texas
$201K -$334K -6,756 -70%
VFA
549
Values First Advisors
Tennessee
$200K +$142K +2,874 New
GAA
550
Global Assets Advisory
Florida
$195K +$690K +13,948 New
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