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Vistra
VST

Name Holding Trade Value Shares
Change 		Change in
Stake
PGF
876
Plan Group Financial
Oklahoma
$234K +$297K +1,990 New
GAA
877
Guardian Asset Advisors
Pennsylvania
$233K +$20.9K +140 +8%
WAM
878
Worth Asset Management
Texas
$232K +$11.7K +78 +4%
HIC
879
Holderness Investments Company
North Carolina
$231K +$293K +1,963 New
WAP
880
Wealthcare Advisory Partners
Pennsylvania
$230K +$33.5K +224 +13%
WWM
881
Western Wealth Management
Colorado
$227K -$7.77K -52 -3%
SG
882
StoneX Group
New York
$226K -$77.4K -518 -21%
WFA
883
WestHill Financial Advisors
California
$226K – – –
SCM
884
Shelton Capital Management
Colorado
$226K -$10K -67 -3%
RSWM
885
Robertson Stephens Wealth Management
California
$226K -$9.86K -66 -3%
CI
886
Conning Inc
Connecticut
$226K +$21.1K +141 +8%
CG
887
CFO4Life Group
Texas
$225K +$286K +1,913 New
TPBG
888
Turning Point Benefit Group
Maryland
$223K +$103K +692 +47%
ACI
889
Alpha Cubed Investments
California
$223K +$283K +1,895 New
EWM
890
Empirical Wealth Management
Washington
$222K +$282K +1,890 New
SAM
891
Smartleaf Asset Management
Massachusetts
$222K -$46.3K -310 -14%
CI
892
CX Institutional
Indiana
$221K +$93.4K +625 +50%
FM
893
Foster & Motley
Ohio
$219K +$3.88K +26 +1%
HI
894
Harbour Investments
Wisconsin
$218K +$97.3K +651 +54%
GM
895
GeoWealth Management
Illinois
$218K -$93.7K -627 -25%
FA
896
FDx Advisors
Illinois
$217K +$277K +1,852 New
BA
897
Bridgewater Advisors
New York
$216K +$249K +1,667 New
1C
898
111 Capital
France
$214K -$231K -1,547 -46%
SWM
899
StoneCrest Wealth Management
Arizona
$214K +$272K +1,820 New
USWIA
900
UP Strategic Wealth Investment Advisors
Pennsylvania
$213K -$28.2K -189 -9%
34 35
36
37 38