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Vistra
VST

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
726
Harbor Investment Advisory
Maryland
$882K +$68.1K +439 +9%
KFA
727
Kelleher Financial Advisors
New York
$879K +$282K +1,820 +49%
GI
728
GLOBALT Investments
Georgia
$877K – – –
ZI
729
ZEGA Investments
Florida
$876K +$211K +1,359 +33%
WC
730
Wexford Capital
Florida
$873K +$620K +3,995 +265%
FRA
731
Frank Rimerman Advisors
California
$870K +$110K +712 +15%
WIA
732
World Investment Advisors
California
$869K -$246K -1,583 -22%
GWMR
733
GC Wealth Management RIA
Massachusetts
$869K +$83.3K +537 +11%
PFPG
734
Pinnacle Financial Partners (Georgia)
Georgia
$868K -$17.2K -111 -2%
AFM
735
Aspetuck Financial Management
Connecticut
$862K +$93.1K +600 +12%
NAG
736
Northstar Advisory Group
New Jersey
$858K +$839K +5,411 New
AU
737
AlphaGrep UK
$846K -$361K -2,325 -30%
TCM
738
Twin Capital Management
Pennsylvania
$846K +$3.57K +23 +0.4%
BIG
739
Brookwood Investment Group
Arizona
$845K +$826K +5,327 New
PAM
740
Paradigm Asset Management
New York
$841K +$822K +5,300 New
CAM
741
Cresset Asset Management
Illinois
$839K +$345K +2,225 +73%
SCA
742
Snowden Capital Advisors
New York
$839K -$2.59M -16,711 -76%
WAM
743
Worth Asset Management
Texas
$835K -$1.86K -12 -0.2%
EWM
744
EPG Wealth Management
Georgia
$831K +$21.7K +140 +3%
EFT
745
Envision Financial Transparency
North Carolina
$824K +$671K +4,328 +83%
QIM
746
Quest Investment Management
Oregon
$823K -$16.1K -104 -2%
CIA
747
Choate Investment Advisors
Massachusetts
$818K -$73.4K -473 -8%
OFP
748
OFC Financial Planning
New Jersey
$817K – – –
FAM
749
Formidable Asset Management
Ohio
$809K +$835K +5,384 New
SF
750
Summit Financial
New Jersey
$809K -$6.07M -39,116 -88%
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