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Vistra
VST

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
926
Secure Asset Management
Michigan
$345K +$264K +1,782 New
TPBG
927
Turning Point Benefit Group
Maryland
$342K -$60.8K -411 -19%
PCS
928
Personal CFO Solutions
New Jersey
$342K +$261K +1,763 New
EFG
929
Elm3 Financial Group
Georgia
$341K +$260K +1,758 New
PFM
930
Patton Fund Management
Texas
$337K -$2.81M -18,980 -92%
UB
931
UMB Bank
Missouri
$337K +$64.5K +436 +33%
BA
932
Bridgewater Advisors
New York
$333K +$9.91K +67 +4%
PVI
933
Pine Valley Investments
New Jersey
$333K +$254K +1,719 New
AFP
934
Ausdal Financial Partners
Iowa
$333K +$254K +1,716 New
PP
935
PDS Planning
Ohio
$331K -$1.63K -11 -0.6%
GFPC
936
Global Financial Private Client
Florida
$329K +$11.2K +76 +5%
YCG
937
Yeomans Consulting Group
Georgia
$328K +$262K +1,772 New
HBW
938
Hazlett, Burt & Watson
West Virginia
$324K +$153K +1,033 +166%
JIC
939
Johnson Investment Counsel
Ohio
$323K +$247K +1,669 New
OFS
940
OneAscent Financial Services
Alabama
$319K +$250K +1,688 New
PIA
941
Prakash Investment Advisors
Massachusetts
$318K -$74K -500 -16%
IDA
942
Intelligence Driven Advisers
California
$318K +$243K +1,641 New
TPCW
943
TD Private Client Wealth
New York
$317K -$1.62M -10,952 -87%
VSQM
944
V-Square Quantitative Management
Illinois
$316K +$19.2K +130 +9%
CC
945
Centiva Capital
New York
$315K -$504K -3,406 -68%
RCAG
946
Rehmann Capital Advisory Group
Michigan
$314K +$240K +1,619 New
RSWM
947
Robertson Stephens Wealth Management
California
$314K -$44.8K -303 -16%
EF
948
Empirical Finance
Pennsylvania
$314K +$240K +1,619 New
TCA
949
Transcend Capital Advisors
New Jersey
$314K +$239K +1,618 New
SIC
950
SJS Investment Consulting
Ohio
$312K +$52.2K +353 +28%
36 37
38
39 40