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Vistra
VST

Name Holding Trade Value Shares
Change 		Change in
Stake
SFGP
1026
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$11.7K +$14.9K +100 New
BL
1027
BFSG LLC
California
$11.2K – – –
GIA
1028
GHP Investment Advisors
Colorado
$10.9K – – –
W
1029
WealthCollab
Washington
$9.16K – – –
DWM
1030
Dogwood Wealth Management
Kansas
$8.96K +$299 +2 +3%
VWA
1031
Valued Wealth Advisors
Utah
$8.83K +$1.2K +8 +12%
AWM
1032
Activest Wealth Management
Florida
$8.46K +$10.6K +71 +7,100%
JFGIW
1033
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.28K – – –
TFA
1034
Toth Financial Advisory
Virginia
$7.05K +$5.98K +40 +200%
CPG
1035
Cornerstone Planning Group
New Jersey
$7.01K +$3.29K +22 +61%
CAL
1036
Capital Analysts LLC
Pennsylvania
$7K – – –
WWM
1037
Wolff Wiese Magana
California
$6.81K – – –
FAM
1038
Flaharty Asset Management
Florida
$6.81K +$8.67K +58 New
SC
1039
SouthState Corp
Florida
$6.77K +$8.67K +58 New
FNWA
1040
Financial Network Wealth Advisors
Utah
$6.69K +$8.52K +57 New
S
1041
Sachetta
Massachusetts
$6.58K – – –
WAS
1042
Winch Advisory Services
Wisconsin
$6.35K +$8.07K +54 New
AW
1043
Avion Wealth
Texas
$6K – – –
VNA
1044
Valley National Advisers
Pennsylvania
$6K +$7.77K +52 New
CSB
1045
City State Bank
Iowa
$5.87K – – –
SIM
1046
Studio Investment Management
Illinois
$5.87K – – –
AGWCA
1047
Annis Gardner Whiting Capital Advisors
Florida
$5.75K -$4.33K -29 -37%
CAC
1048
Core Alternative Capital
Georgia
$5.75K – – –
Q1WB
1049
Quest 10 Wealth Builders
Virginia
$5.64K +$7.17K +48 New
AWM
1050
Abound Wealth Management
Tennessee
$5.4K – – –
40 41
42
43 44