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Vistra
VST

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
826
Aptus Capital Advisors
Alabama
$482K +$62.1K +420 +20%
GLA
827
Good Life Advisors
Pennsylvania
$481K -$27.7K -187 -7%
FIM
828
Freedom Investment Management
Connecticut
$481K -$59.6K -403 -14%
DWM
829
Dakota Wealth Management
Florida
$479K -$33.4K -226 -8%
PCIG
830
Partners Capital Investment Group
Massachusetts
$475K -$81.1K -548 -18%
ECM
831
Evergreen Capital Management
Washington
$473K -$28.6K -193 -7%
JSW
832
Journey Strategic Wealth
New Jersey
$470K -$35.5K -240 -9%
KWA
833
Kingswood Wealth Advisors
California
$468K -$12K -81 -3%
FCP
834
Fidelis Capital Partners
Florida
$464K -$23.1K -156 -6%
MW
835
MBL Wealth
North Carolina
$456K -$20.6K -139 -6%
CI
836
CX Institutional
Indiana
$455K +$69.1K +467 +25%
OWP
837
ORG Wealth Partners
Texas
$455K +$444 +3 +0.1%
SWP
838
Sagespring Wealth Partners
Tennessee
$454K +$346K +2,341 New
BCG
839
BayBridge Capital Group
California
$453K +$13.3K +90 +4%
DWT
840
Dorsey & Whitney Trust
South Dakota
$450K +$344K +2,324 New
FFG
841
Fiduciary Financial Group
California
$447K -$40.8K -276 -10%
RMF
842
Red Mountain Financial
Colorado
$443K -$10.9K -74 -3%
MCM
843
Manchester Capital Management
Vermont
$438K -$51.8K -350 -13%
GM
844
GeoWealth Management
Illinois
$437K +$58.7K +397 +21%
AF
845
Apexium Financial
Texas
$437K +$22.2K +150 +7%
SW
846
Simplicity Wealth
New Jersey
$432K +$330K +2,230 New
BIM
847
Bridges Investment Management
Nebraska
$432K +$5.47K +37 +2%
BMCM
848
Burns Matteson Capital Management
New York
$431K +$7.25K +49 +2%
GAA
849
Guardian Asset Advisors
Pennsylvania
$429K +$34K +230 +12%
TWM
850
Tripletail Wealth Management
Florida
$429K +$315K +2,129 New
32 33
34
35 36