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Vistra
VST

Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
876
Global Financial Private Client
Florida
$375K +$113K +698 +39%
GAA
877
Global Assets Advisory
Florida
$373K -$24.3K -150 -6%
MGIA
878
Moneta Group Investment Advisors
Missouri
$370K -$193K -1,194 -33%
GIM
879
Goelzer Investment Management
Indiana
$370K -$751K -4,639 -65%
QFA
880
Quantum Financial Advisors
California
$370K -$6.15K -38 -2%
JE
881
Jacobs Equity
Utah
$369K +$79.8K +493 +25%
PCIG
882
Partners Capital Investment Group
Massachusetts
$368K – – –
FFA
883
Founders Financial Alliance
North Carolina
$368K +$25.9K +160 +7%
PCS
884
Personal CFO Solutions
New Jersey
$365K -$124K -769 -24%
WA
885
Waverly Advisors
Alabama
$364K +$130K +805 +50%
ATS
886
Ashton Thomas Securities
New York
$364K +$48.6K +300 +14%
CCMG
887
Clark Capital Management Group
Pennsylvania
$363K -$126K -777 -24%
BCM
888
Bannerstone Capital Management
Minnesota
$360K -$631K -3,897 -62%
ICP
889
Interchange Capital Partners
Pennsylvania
$358K -$48.6K -300 -10%
BW
890
BIP Wealth
Georgia
$355K -$2.43K -15 -0.6%
WWM
891
Walser Wealth Management
Florida
$354K +$109K +674 +40%
TWM
892
Tripletail Wealth Management
Florida
$352K +$16.2K +100 +4%
AWA
893
Aaron Wealth Advisors
Illinois
$352K +$20.7K +128 +6%
SGI
894
Summit Global Investments
Utah
$350K +$1.13K +7 +0.3%
DMBA
895
Deseret Mutual Benefit Administrators
Utah
$349K +$210K +1,298 +127%
BCG
896
BayBridge Capital Group
California
$343K – – –
SWP
897
Sagespring Wealth Partners
Tennessee
$343K -$80.8K -499 -18%
FFG
898
Fiduciary Financial Group
California
$343K -$5.02K -31 -1%
SAI
899
Savvy Advisors Inc
New York
$342K +$58.9K +364 +19%
LWM
900
LeConte Wealth Management
Tennessee
$341K +$134K +829 +58%
34 35
36
37 38