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Vistra
VST

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
1201
Cornerstone Planning Group
New Jersey
$24.8K +$116K +585 +760%
SHIM
1202
Stone House Investment Management
Pennsylvania
$23.9K +$198 +1 +0.8%
WIM
1203
Westside Investment Management
California
$23K +$11.5K +58 +104%
TIM
1204
Tortoise Investment Management
New York
$22.6K +$793 +4 +4%
MCM
1205
MV Capital Management
Maryland
$22.5K +$1.39K +7 +6%
HIIFS
1206
Harel Insurance Investments & Financial Services
Israel
$21K -$680K -3,432 -97%
BGAI
1207
Bruce G. Allen Investments
Colorado
$20.4K -$3.37K -17 -14%
BLC
1208
Brown, Lisle/Cummings
Rhode Island
$20K – – –
API
1209
Asset Planning Inc
California
$19.6K +$19.8K +100 New
RFG
1210
REAP Financial Group
Texas
$19.6K -$14.1K -71 -42%
AAS
1211
Ameritas Advisory Services
Nebraska
$19.6K -$202K -1,021 -91%
CT
1212
Caldwell Trust
Florida
$19.6K – – –
OPTFSNA
1213
Old Point Trust & Financial Services N A
Virginia
$19.6K – – –
BDPWM
1214
Barnes Dennig Private Wealth Management
Ohio
$19.2K -$5.15K -26 -21%
BL
1215
BFSG LLC
California
$18.6K – – –
GIA
1216
GHP Investment Advisors
Colorado
$18.6K +$396 +2 +2%
GBT
1217
Grove Bank & Trust
Florida
$18K +$17.6K +89 +2,967%
WWM
1218
Wolff Wiese Magana
California
$16.9K +$5.55K +28 +48%
BIA
1219
Bell Investment Advisors
California
$16.5K -$14.5K -73 -46%
PPC
1220
Park Place Capital
Alabama
$16.3K – – –
AW
1221
Avion Wealth
Texas
$16K -$1.39K -7 -8%
W
1222
WealthCollab
Washington
$15.3K – – –
AGWCA
1223
Annis Gardner Whiting Capital Advisors
Florida
$15.3K +$1.98K +10 +15%
VNA
1224
Valley National Advisers
Pennsylvania
$15K +$5.75K +29 +57%
HHMI
1225
Howard Hughes Medical Institute
Maryland
$13.5K -$793 -4 -5%
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