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Vistra
VST

Name Holding Trade Value Shares
Change 		Change in
Stake
HIP
1026
HUB Investment Partners
Texas
$258K +$44.4K +224 +20%
TF
1027
Trek Financial
Arizona
$258K -$102K -513 -28%
JWA
1028
JFS Wealth Advisors
Pennsylvania
$257K +$189K +952 +263%
FPL
1029
Fortress Private Ledger
North Carolina
$256K +$33.3K +168 +15%
RMCM
1030
Reynders McVeigh Capital Management
Massachusetts
$255K -$9.91K -50 -4%
BCM
1031
Buckhead Capital Management
Georgia
$255K – – –
SGI
1032
Summit Global Investments
Utah
$254K +$257K +1,299 New
PVI
1033
Pine Valley Investments
New Jersey
$252K -$86.2K -435 -25%
CAM
1034
Creekmur Asset Management
Illinois
$251K -$113K -568 -31%
TCWA
1035
Turtle Creek Wealth Advisors
Texas
$251K +$254K +1,281 New
FWM
1036
Forefront Wealth Management
Pennsylvania
$250K +$14.3K +72 +6%
MIG
1037
McGuire Investment Group
Rhode Island
$247K +$250K +1,263 New
CNWM
1038
Clay Northam Wealth Management
California
$247K +$250K +1,262 New
MWP
1039
Meriwether Wealth & Planning
Louisiana
$246K +$27.9K +141 +13%
AT
1040
American Trust
Kentucky
$246K +$249K +1,256 New
PFA
1041
Pathway Financial Advisers
Indiana
$246K +$250K +1,263 New
HIS
1042
Horizon Investment Services
Indiana
$246K – – –
BCM
1043
Berbice Capital Management
New York
$245K +$9.91K +50 +4%
SWP
1044
Semus Wealth Partners
Florida
$245K -$198 -1 -0.1%
OWM
1045
OneAscent Wealth Management
Alabama
$244K +$4.36K +22 +2%
RW
1046
REDW Wealth
New Mexico
$244K +$247K +1,245 New
KCFA
1047
Key Client Fiduciary Advisors
New Jersey
$244K +$246K +1,244 New
GCM
1048
GKV Capital Management
California
$243K +$246K +1,240 New
WA
1049
Waverly Advisors
Alabama
$242K +$245K +1,237 New
VDI
1050
Vaughan David Investments
Illinois
$242K – – –
40 41
42
43 44