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Vistra
VST

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1151
SHP Wealth Management
Massachusetts
$93K +$2.33K +15 +3%
MA
1152
Montag & Associates
Georgia
$93K -$561K -3,615 -86%
KFAS
1153
Keating Financial Advisory Services
Kansas
$92.7K +$46.5K +300 +106%
CFO
1154
CVA Family Office
Colorado
$92.6K -$11.6K -75 -11%
PWPS
1155
Pinnacle Wealth Planning Services
Ohio
$91.7K – – –
LWCFA
1156
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$87.2K – – –
FDW
1157
Fourth Dimension Wealth
Ohio
$86.5K -$76.3K -492 -47%
VCM
1158
Versant Capital Management
Arizona
$85.8K -$52.1K -336 -38%
MMCM
1159
Murphy & Mullick Capital Management
New York
$85.7K +$83.8K +540 New
TFIPS
1160
Towarzystwo Funduszy Inwestycyjnych PZU SA
$85.7K +$25.6K +165 +44%
FHC
1161
First Horizon Corporation
Tennessee
$85K -$16.3K -105 -16%
JFA
1162
JNBA Financial Advisors
Minnesota
$80.3K – – –
FC
1163
Fairscale Capital
New Hampshire
$77.7K – – –
WT
1164
Whittier Trust
California
$76.3K -$1.4K -9 -2%
AG
1165
AmeriFlex Group
Nevada
$75.2K +$7.29K +47 +11%
APFP
1166
Action Point Financial Planning
Michigan
$74.9K +$74K +477 New
CCA
1167
Catalyst Capital Advisors
New York
$74.2K -$1.09K -7 -1%
FFO
1168
Fortitude Family Office
Arizona
$73.4K -$3.1K -20 -4%
VWM
1169
Vermillion Wealth Management
Minnesota
$68.4K -$1.86K -12 -3%
CLOS
1170
Compagnie Lombard Odier SCmA
Switzerland
$68.4K – – –
JWA
1171
JFS Wealth Advisors
Pennsylvania
$68.1K -$155 -1 -0.2%
CTC
1172
Central Trust Company
Missouri
$64.9K +$40.6K +262 +178%
FWA
1173
Flagship Wealth Advisors
Massachusetts
$64.7K +$63.3K +408 New
MUMSS
1174
Mitsubishi UFJ Morgan Stanley Securities
Japan
$63.3K -$129K -832 -68%
OAM
1175
Ostrum Asset Management
France
$61.9K – – –
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