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Vistra
VST

Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
1076
Signature Equity Partners
Ohio
$93.8K -$41.3K -255 -29%
WSFG
1077
Wall Street Financial Group
Illinois
$92K +$99.1K +612 New
GSEP
1078
Golden State Equity Partners
California
$90.7K +$97.6K +603 New
PWPS
1079
Pinnacle Wealth Planning Services
Ohio
$86.9K +$11.8K +73 +14%
SWM
1080
SHP Wealth Management
Massachusetts
$85.9K +$18K +111 +24%
LWCFA
1081
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$85.1K – – –
UOTTAIMCU
1082
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$81.2K +$3.24K +20 +4%
AUB
1083
Atlantic Union Bankshares
Virginia
$80.4K +$45.5K +281 +111%
JFA
1084
JNBA Financial Advisors
Minnesota
$76.1K – – –
CA
1085
Clearstead Advisors
Ohio
$75.9K -$118K -732 -59%
CFB
1086
Cullen/Frost Bankers
Texas
$75.2K -$71.9K -444 -47%
WT
1087
Whittier Trust
California
$74.9K -$77.5K -479 -49%
FC
1088
Fairscale Capital
New Hampshire
$73.7K – – –
P
1089
Palladiem
Pennsylvania
$73.4K +$77.7K +480 New
FFO
1090
Fortitude Family Office
Arizona
$72.6K +$14.4K +89 +23%
CCA
1091
Catalyst Capital Advisors
New York
$71.4K -$4.86K -30 -6%
MA
1092
MCF Advisors
Kentucky
$69.8K +$72.8K +450 +3,214%
VWM
1093
Vermillion Wealth Management
Minnesota
$66.6K +$1.94K +12 +3%
CM
1094
Capula Management
Cayman Islands
$66.3K +$33.5K +207 +88%
CLOS
1095
Compagnie Lombard Odier SCmA
Switzerland
$64.8K – – –
JWA
1096
JFS Wealth Advisors
Pennsylvania
$64.6K +$1.46K +9 +2%
AG
1097
AmeriFlex Group
Nevada
$64.3K – – –
SC
1098
Steph & Co
Wisconsin
$63.9K -$7.61K -47 -10%
UCB
1099
United Community Bank
South Carolina
$60.7K – – –
OAM
1100
Ostrum Asset Management
France
$58.6K +$971 +6 +2%
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