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Vistra
VST

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1101
WT Wealth Management
Arizona
$203K -$34.7K -175 -14%
SWA
1102
SFMG Wealth Advisors
Texas
$203K -$11.9K -60 -5%
CSI
1103
Clark & Stuart Inc
Maine
$202K – – –
DE
1104
Diversified Enterprises
Delaware
$202K -$7.13K -36 -3%
SWP
1105
Significant Wealth Partners
Illinois
$202K -$12.9K -65 -6%
RA
1106
Rise Advisors
New York
$197K +$1.58K +8 +0.8%
SCM
1107
Segra Capital Management
Florida
$196K – – –
HWM
1108
Hemington Wealth Management
Virginia
$192K +$8.52K +43 +5%
CFD
1109
Creative Financial Designs
Indiana
$190K -$3.37K -17 -2%
WT
1110
Whittier Trust
California
$186K +$72.3K +365 +65%
FLP
1111
Financial Life Planners
Arizona
$184K +$186K +939 New
AI
1112
Amplify Investments
Illinois
$184K – – –
MG
1113
Mather Group
Illinois
$182K +$184K +929 New
SIM
1114
Sentry Investment Management
Wisconsin
$179K -$47.6K -240 -22%
WANY
1115
Wealthspire Advisors (New York)
New York
$178K -$44.6K -225 -20%
LFG
1116
Larson Financial Group
Missouri
$176K +$21.8K +110 +14%
OP
1117
ORG Partners
Indiana
$175K +$29.5K +149 +20%
FHC
1118
First Horizon Corporation
Tennessee
$170K +$172K +866 New
YDMI
1119
Y.D. More Investments
Israel
$168K +$12.1K +61 +7%
DWA
1120
Delos Wealth Advisors
Texas
$167K – – –
NEWAS
1121
N.E.W. Advisory Services
Wisconsin
$161K -$16.2K -82 -9%
CFB
1122
Cullen/Frost Bankers
Texas
$161K -$16.4K -83 -9%
CA
1123
Clearstead Advisors
Ohio
$158K -$2.77K -14 -2%
DMBA
1124
Deseret Mutual Benefit Administrators
Utah
$155K +$49.5K +250 +46%
FDW
1125
Fourth Dimension Wealth
Ohio
$154K +$198 +1 +0.1%
43 44
45
46 47