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Vistra
VST

Name Holding Trade Value Shares
Change 		Change in
Stake
WAAG
926
Wealth Alliance Advisory Group
Kansas
$321K -$18.2K -100 -5%
CTB
927
Country Trust Bank
Illinois
$321K – – –
PGF
928
Plan Group Financial
Oklahoma
$321K – – –
PWG
929
Portside Wealth Group
Utah
$321K +$55.7K +306 +18%
FLP
930
Financial Life Planners
Arizona
$320K +$191K +1,047 +112%
TPBG
931
Turning Point Benefit Group
Maryland
$319K +$17.3K +95 +5%
JE
932
Jacobs Equity
Utah
$316K +$357K +1,961 New
1C
933
111 Capital
France
$316K -$251K -1,377 -41%
GI
934
GAMCO Investors
Connecticut
$315K -$18.2K -100 -5%
WFA
935
WestHill Financial Advisors
California
$312K +$911 +5 +0.3%
SAI
936
Savvy Advisors Inc
New York
$308K +$23.9K +131 +7%
SQA
937
Simon Quick Advisors
New Jersey
$308K +$348K +1,908 New
TSMHT
938
Thurston Springer Miller Herd & Titak
Indiana
$306K +$271K +1,487 +362%
FMI
939
Frec Markets Inc
California
$306K +$345K +1,895 New
GCM
940
Gables Capital Management
Florida
$302K -$18.2K -100 -5%
SRL
941
Scientech Research LLC
New Jersey
$302K -$392K -2,152 -53%
PWP
942
Precedent Wealth Partners
Texas
$300K +$5.1K +28 +2%
EL
943
EWA LLC
Pennsylvania
$300K -$16.8K -92 -5%
EF
944
Empirical Finance
Pennsylvania
$295K +$17.9K +98 +6%
RMF
945
Red Mountain Financial
Colorado
$294K -$65.8K -361 -17%
VAG
946
VisionPoint Advisory Group
Texas
$293K -$19.7K -108 -6%
AWM
947
Adams Wealth Management
Utah
$293K +$25.5K +140 +8%
CI
948
CacheTech Inc
Utah
$293K +$25.5K +140 +8%
OIS
949
OneAscent Investment Solutions
Alabama
$293K +$3.1K +17 +0.9%
SAM
950
Secure Asset Management
Michigan
$292K -$33.2K -182 -9%
36 37
38
39 40