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Vistra
VST

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1226
Westside Investment Management
California
$21.3K – – –
SIC
1227
SJS Investment Consulting
Ohio
$21.1K +$4.19K +27 +25%
AW
1228
Avion Wealth
Texas
$21K – – –
KAS
1229
Kemnay Advisory Services
New York
$20.1K -$1.24K -8 -6%
CB
1230
CNB Bank
Pennsylvania
$20K +$19.5K +126 New
QC
1231
Quent Capital
New York
$20K -$3.72K -24 -16%
WA
1232
WPG Advisers
Maryland
$19.8K -$2.95K -19 -13%
CTA
1233
Colonial Trust Advisors
South Carolina
$19.8K – – –
MCM
1234
MV Capital Management
Maryland
$19.8K +$776 +5 +4%
SHIM
1235
Stone House Investment Management
Pennsylvania
$17.8K – – –
HHCP
1236
Hilton Head Capital Partners
South Carolina
$17.6K +$8.84K +57 +106%
AWA
1237
Acumen Wealth Advisors
Tennessee
$17.1K +$16.8K +108 New
GIA
1238
GHP Investment Advisors
Colorado
$16.7K – – –
HWP
1239
Highline Wealth Partners
California
$16.7K +$2.95K +19 +22%
FLP
1240
Financial Life Planners
Arizona
$16K – – –
OPTFSNA
1241
Old Point Trust & Financial Services N A
Virginia
$15.9K – – –
BT
1242
Banque Transatlantique
France
$15.9K +$15.5K +100 New
WAG
1243
Wilkerson Advisory Group
Missouri
$15.7K +$621 +4 +4%
CFM
1244
Cornerstone Financial Management
Massachusetts
$15.7K +$7.6K +49 +98%
CPG
1245
Cornerstone Planning Group
New Jersey
$15.4K +$776 +5 +6%
CFSG
1246
Community Financial Services Group
Vermont
$15.3K – – –
BL
1247
BFSG LLC
California
$15.1K – – –
CCWM
1248
Cassaday & Co Wealth Management
Virginia
$14.4K +$12.9K +83 +1,038%
AWM
1249
Ameliora Wealth Management
Switzerland
$14.3K – – –
TFA
1250
Transamerica Financial Advisors
Florida
$14.1K -$21.6K -139 -61%
48 49
50
51 52