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Vistra
VST

Name Holding Trade Value Shares
Change 		Change in
Stake
SAI
1026
Savvy Advisors Inc
New York
$228K +$174K +1,175 New
MMA
1027
Miracle Mile Advisors
California
$226K +$173K +1,167 New
PIA
1028
Perennial Investment Advisors
California
$225K +$172K +1,160 New
SMA
1029
Sage Mountain Advisors
Georgia
$225K +$172K +1,160 New
SC
1030
Steph & Co
Wisconsin
$225K -$30.5K -206 -15%
CPA
1031
Capital Planning Advisors
California
$224K +$171K +1,156 New
PIM
1032
Penobscot Investment Management
Massachusetts
$223K +$170K +1,150 New
CG
1033
Clarus Group
Texas
$222K +$170K +1,148 New
KWM
1034
Kiker Wealth Management
Georgia
$221K +$145K +979 +612%
FFS
1035
Founders Financial Securities
Maryland
$221K +$169K +1,139 New
FPL
1036
Fortress Private Ledger
North Carolina
$220K +$168K +1,136 New
WANY
1037
Wealthspire Advisors (New York)
New York
$220K +$168K +1,135 New
FFB
1038
First Financial Bankshares
Texas
$219K +$167K +1,131 New
AAS
1039
Ameritas Advisory Services
Nebraska
$217K +$166K +1,121 New
SRWM
1040
Shira Ridge Wealth Management
California
$217K +$166K +1,121 New
SIA
1041
SGL Investment Advisors
Montana
$217K -$504K -3,403 -75%
SFG
1042
Sunburst Financial Group
Alabama
$217K +$165K +1,118 New
MWP
1043
Meriwether Wealth & Planning
Louisiana
$216K +$165K +1,117 New
DCM
1044
DGS Capital Management
New Jersey
$216K +$165K +1,114 New
IB
1045
Intrust Bank
Kansas
$215K +$164K +1,111 New
CWM
1046
Cornerstone Wealth Management
Missouri
$213K +$163K +1,100 New
SICM
1047
Sustainable Insight Capital Management
New York
$213K +$163K +1,100 New
PR
1048
Payden & Rygel
California
$213K – – –
SWP
1049
Significant Wealth Partners
Illinois
$212K +$162K +1,094 New
SWA
1050
SFMG Wealth Advisors
Texas
$212K +$162K +1,094 New
40 41
42
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