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Vistra
VST

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
726
Parkside Financial Bank & Trust
Missouri
$773K +$204K +1,377 +53%
CMF
727
Counterpoint Mutual Funds
California
$761K -$294K -1,985 -34%
TA
728
TrueWealth Advisors
Alabama
$759K +$15.2K +103 +3%
BPA
729
Beacon Pointe Advisors
California
$757K +$11.5K +78 +2%
FRA
730
Frank Rimerman Advisors
California
$755K +$23.7K +160 +4%
EFG
731
Everhart Financial Group
Ohio
$755K +$577K +3,897 New
EWA
732
EverSource Wealth Advisors
Alabama
$753K +$129K +875 +29%
TIA
733
Trust Investment Advisors
Indiana
$745K +$569K +3,844 New
ACM
734
Aster Capital Management
United Arab Emirates
$744K +$445K +3,007 +361%
LNWWM
735
Laird Norton Wetherby Wealth Management
California
$741K +$565K +3,821 New
HI
736
Harbour Investments
Wisconsin
$731K +$283K +1,911 +103%
WC
737
Waterloo Capital
Texas
$729K +$237K +1,603 +74%
BBHC
738
Brown Brothers Harriman & Co
New York
$726K +$74.9K +506 +16%
EPM
739
Elm Partners Management
Pennsylvania
$724K +$553K +3,736 New
IC
740
IEQ Capital
California
$723K -$817K -5,522 -60%
AC
741
AXQ Capital
New Jersey
$717K +$547K +3,700 New
CGL
742
Clarius Group LLC
Washington
$709K +$67.2K +454 +14%
MGIA
743
Moneta Group Investment Advisors
Missouri
$708K +$39.8K +269 +8%
UB
744
Umpqua Bank
Oregon
$705K +$61.6K +416 +13%
FHA
745
Flagship Harbor Advisors
Massachusetts
$702K +$34.3K +232 +7%
BPC
746
Banque Pictet & Cie
Switzerland
$698K – – –
GF
747
Gabelli Funds
New York
$698K – – –
GS
748
GWN Securities
Florida
$695K +$528K +3,568 New
HIIFS
749
Harel Insurance Investments & Financial Services
Israel
$686K -$40.5K -274 -7%
HAG
750
HighPoint Advisor Group
Illinois
$686K +$90.4K +611 +21%
28 29
30
31 32