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Vistra
VST

Name Holding Trade Value Shares
Change 		Change in
Stake
OWMIAS
901
One Wealth Management Investment & Advisory Services
Florida
$457K +$447K +2,880 New
RBFC
902
Roman Butler Fullerton & Co
Missouri
$452K +$114K +732 +34%
KFP
903
KMG Fiduciary Partners
Ohio
$452K +$32.1K +207 +8%
AIM
904
Advyzon Investment Management
Illinois
$451K +$156K +1,008 +55%
KFGK
905
Keystone Financial Group (Kentucky)
Kentucky
$451K – – –
LCM
906
Legato Capital Management
California
$449K -$177K -1,141 -29%
RIA
907
Recurrent Investment Advisors
Texas
$448K – – –
JTF
908
J. Team Financial
Texas
$448K +$438K +2,821 New
JG
909
Jain Global
New York
$446K – – –
EPM
910
Elm Partners Management
Pennsylvania
$445K -$13.5K -87 -3%
SI
911
SCP Investment
California
$444K -$931K -6,000 -68%
AIP
912
Ameritas Investment Partners
Nebraska
$434K -$17.7K -114 -4%
1C
913
111 Capital
France
$434K +$424K +2,735 New
VWA
914
Visionary Wealth Advisors
Illinois
$434K -$76.6K -494 -15%
CA
915
Commerzbank Aktiengesellschaft
Germany
$432K -$85.6K -552 -17%
HBW
916
Hazlett, Burt & Watson
West Virginia
$431K -$36.8K -237 -8%
AF
917
Allworth Financial
California
$429K -$621 -4 -0.1%
HIP
918
Harrell Investment Partners
Texas
$428K – – –
BWP
919
Balboa Wealth Partners
Arizona
$421K +$411K +2,651 New
AC
920
Apella Capital
Connecticut
$414K +$16.1K +104 +4%
HCA
921
Heck Capital Advisors
Wisconsin
$414K +$405K +2,609 New
CWMK
922
Caliber Wealth Management (Kansas)
Kansas
$413K +$404K +2,606 New
I
923
InceptionR
California
$410K +$401K +2,583 New
SWP
924
Sagespring Wealth Partners
Tennessee
$410K +$46.4K +299 +13%
AGC
925
Aspen Grove Capital
Colorado
$404K +$155 +1 +0%
35 36
37
38 39