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Vistra
VST

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
1201
Center for Financial Planning
Michigan
$7.82K +$8.42K +52 New
SSG
1202
Summit Securities Group
New York
$7.82K -$68.1K -421 -89%
RDFA
1203
Ritter Daniher Financial Advisory
Ohio
$7.54K – – –
API
1204
Asset Planning Inc
California
$7.53K -$8.09K -50 -50%
TBFA
1205
Three Bearings Fiduciary Advisors
New Hampshire
$7.52K – – –
SC
1206
SouthState Corp
Florida
$7.52K +$324 +2 +4%
CFM
1207
Cornerstone Financial Management
Massachusetts
$7.52K +$809 +5 +11%
EWM
1208
Evermay Wealth Management
Virginia
$7.22K – – –
CCM
1209
Chilton Capital Management
Texas
$7.22K +$7.45K +46 +2,300%
IBOK
1210
Independence Bank of Kentucky
Kentucky
$7.07K +$6.15K +38 +422%
EWP
1211
Elevation Wealth Partners
California
$6.92K +$7.28K +45 +4,500%
CMA
1212
Cedar Mountain Advisors
Oregon
$6.76K +$7.28K +45 New
KSB
1213
Kennebec Savings Bank
Maine
$6.62K – – –
MAM
1214
Marquette Asset Management
Minnesota
$6.31K +$1.13K +7 +20%
HIMS
1215
Hager Investment Management Services
New Hampshire
$6.16K – – –
UFPG
1216
United Financial Planning Group
New York
$6.16K +$6.31K +39 +1,950%
DPW
1217
DiNuzzo Private Wealth
Pennsylvania
$6.01K – – –
JWM
1218
JPL Wealth Management
Colorado
$6.01K +$6.47K +40 New
BW
1219
Bravera Wealth
North Dakota
$6.01K – – –
GFA
1220
Godfrey Financial Associates
New York
$6.01K – – –
AFC
1221
Ares Financial Consulting
California
$5.7K – – –
DWM
1222
Dogwood Wealth Management
Kansas
$5.56K -$10.5K -65 -64%
FW
1223
Fairway Wealth
Ohio
$5.56K – – –
RWM
1224
RMG Wealth Management
Wisconsin
$5.47K +$5.83K +36 New
TWD
1225
True Wealth Design
Ohio
$5.41K +$486 +3 +9%
47 48
49
50 51