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Vistra
VST

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
1076
Essex Financial Services
Connecticut
$227K +$776 +5 +0.4%
OIS
1077
OneAscent Investment Solutions
Alabama
$226K -$67K -432 -23%
OCA
1078
OpenArc Corporate Advisory
Georgia
$224K +$219K +1,413 New
GFG
1079
Genesis Financial Group
New Jersey
$222K +$217K +1,400 New
USWIA
1080
UP Strategic Wealth Investment Advisors
Pennsylvania
$222K – – –
BW
1081
BIP Wealth
Georgia
$221K -$150K -970 -41%
MFG
1082
Mosaic Financial Group
Illinois
$221K +$216K +1,394 New
BTI
1083
Blue Trust Inc
Georgia
$221K +$109K +702 +102%
GKWIM
1084
Gerber Kawasaki Wealth & Investment Management
California
$220K +$215K +1,386 New
IDA
1085
Intelligence Driven Advisers
California
$220K +$215K +1,384 New
RWI
1086
Red Wave Investments
Pennsylvania
$218K – – –
HPC
1087
HM Payson & Co
Maine
$218K +$50.4K +325 +31%
MWP
1088
Meriwether Wealth & Planning
Louisiana
$218K +$213K +1,374 New
TCIIS
1089
TIAA-CREF Individual & Institutional Services
New York
$217K +$213K +1,370 New
WFI
1090
West Family Investments
California
$217K +$212K +1,367 New
CI
1091
Conning Inc
Connecticut
$214K +$210K +1,352 New
AI
1092
Amplify Investments
Illinois
$213K +$31.2K +201 +18%
RMF
1093
Red Mountain Financial
Colorado
$212K – – –
SA
1094
Sacks & Associates
New Jersey
$212K – – –
CCA
1095
Childress Capital Advisors
Texas
$212K -$105K -674 -34%
IWA
1096
Icon Wealth Advisors
Texas
$211K +$206K +1,327 New
OIMU
1097
Osmosis Investment Management UK
United Kingdom
$210K -$20.3K -131 -9%
NRC
1098
New Republic Capital
North Carolina
$209K +$205K +1,320 New
AC
1099
AlphaCore Capital
California
$209K +$204K +1,315 New
MPWT
1100
MassMutual Private Wealth & Trust
Connecticut
$208K -$8.69K -56 -4%
42 43
44
45 46