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Vistra
VST

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
951
Crestwood Advisors Group
Massachusetts
$282K +$44.2K +273 +17%
PFW
952
Petros Family Wealth
Minnesota
$281K -$60.7K -375 -17%
OIS
953
OneAscent Investment Solutions
Alabama
$279K +$7.28K +45 +2%
TPCW
954
TD Private Client Wealth
New York
$279K +$29K +179 +11%
EW
955
Evoke Wealth
California
$278K +$299K +1,847 New
AIM
956
Advyzon Investment Management
Illinois
$276K +$297K +1,838 New
CMF
957
Counterpoint Mutual Funds
California
$274K +$4.21K +26 +1%
PWG
958
Portside Wealth Group
Utah
$272K -$29.5K -182 -9%
TDB
959
Thompson David Blair
$270K -$35K -216 -11%
JIC
960
Johnson Investment Counsel
Ohio
$270K – – –
NLGIA
961
Nippon Life Global Investors Americas
New York
$268K -$16M -98,990 -98%
AO
962
Advisor OS
Illinois
$265K +$33K +204 +13%
EL
963
EWA LLC
Pennsylvania
$263K -$17.5K -108 -6%
SC
964
Syon Capital
California
$263K -$56.6K -350 -17%
VSQM
965
V-Square Quantitative Management
Illinois
$262K +$39.2K +242 +16%
PWM
966
Perigon Wealth Management
California
$260K +$37.6K +232 +15%
AWE
967
Avidian Wealth Enterprises
Texas
$259K +$2.27K +14 +0.8%
APW
968
Aventura Private Wealth
Florida
$259K +$188K +1,160 +207%
IC
969
Inscription Capital
Texas
$255K +$23.1K +143 +9%
FFB
970
First Financial Bankshares
Texas
$253K – – –
CG
971
CFO4Life Group
Texas
$251K -$16.7K -103 -6%
TCWA
972
Turtle Creek Wealth Advisors
Texas
$251K +$271K +1,672 New
SI
973
Severin Investments
Missouri
$251K -$417K -2,579 -61%
GWP
974
Gateway Wealth Partners
Wisconsin
$249K +$268K +1,658 New
OFS
975
OneAscent Financial Services
Alabama
$249K +$23.3K +144 +10%
37 38
39
40 41