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Vistra
VST

Name Holding Trade Value Shares
Change 		Change in
Stake
C
926
Covestor
United Kingdom
$309K -$2.43K -15 -0.7%
UB
927
UMB Bank
Missouri
$303K +$40K +247 +14%
CCA
928
Childress Capital Advisors
Texas
$302K +$325K +2,010 New
MWM
929
Maltin Wealth Management
New Jersey
$301K +$324K +2,003 New
PUI
930
Purpose Unlimited Inc
$301K -$162K -1,000 -33%
PWG
931
Private Wealth Group
Florida
$301K -$1.29K -8 -0.4%
TPBG
932
Turning Point Benefit Group
Maryland
$300K +$647 +4 +0.2%
PFA
933
Pathway Financial Advisers
Indiana
$300K +$92.3K +570 +40%
PP
934
PDS Planning
Ohio
$300K +$45.2K +279 +16%
CTB
935
Country Trust Bank
Illinois
$299K – – –
PGF
936
Plan Group Financial
Oklahoma
$299K – – –
IAIM
937
International Assets Investment Management
Florida
$294K -$143K -883 -32%
KP
938
Keel Point
Alabama
$293K -$25.6K -158 -7%
DS
939
DRW Securities
Illinois
$293K -$687K -4,245 -69%
EF
940
Empirical Finance
Pennsylvania
$291K +$17.3K +107 +6%
WFA
941
WestHill Financial Advisors
California
$290K -$809 -5 -0.3%
IFU
942
iSAM Funds (UK)
United Kingdom
$288K +$310K +1,917 New
GAA
943
Guardian Asset Advisors
Pennsylvania
$287K -$69K -426 -18%
WAAG
944
Wealth Alliance Advisory Group
Kansas
$286K -$14.2K -88 -4%
LFAS
945
Level Four Advisory Services
Texas
$285K -$181K -1,116 -37%
AWM
946
Aprio Wealth Management
Georgia
$284K +$70.9K +438 +30%
FWP
947
Forefront Wealth Partners
Texas
$283K +$304K +1,881 New
CFP
948
Comprehensive Financial Planning
Pennsylvania
$283K -$194K -1,199 -39%
GCM
949
Gables Capital Management
Florida
$282K – – –
CAG
950
Crestwood Advisors Group
Massachusetts
$282K +$44.2K +273 +17%
36 37
38
39 40