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Vistra
VST

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
1251
Cornerstone Financial Management
Massachusetts
$15.7K +$7.6K +49 +98%
CPG
1252
Cornerstone Planning Group
New Jersey
$15.4K +$776 +5 +6%
CFSG
1253
Community Financial Services Group
Vermont
$15.3K – – –
BL
1254
BFSG LLC
California
$15.1K – – –
CCWM
1255
Cassaday & Co Wealth Management
Virginia
$14.4K +$12.9K +83 +1,038%
AWM
1256
Ameliora Wealth Management
Switzerland
$14.3K – – –
TFA
1257
Transamerica Financial Advisors
Florida
$14.1K -$21.6K -139 -61%
PPC
1258
Park Place Capital
Alabama
$13.5K +$776 +5 +6%
BCWM
1259
Bartlett & Co Wealth Management
Ohio
$13.5K +$5.43K +35 +70%
EFMH
1260
E Fund Management (HK)
Hong Kong
$13.2K +$12.4K +80 +2,667%
BWS
1261
Buck Wealth Strategies
Colorado
$13K +$12.7K +82 New
MB
1262
MidFirst Bank
Oklahoma
$12.8K +$2.02K +13 +19%
W
1263
WealthCollab
Washington
$12.4K – – –
CIAM
1264
Caitong International Asset Management
Hong Kong
$12.4K -$4.96K -32 -29%
Q1WB
1265
Quest 10 Wealth Builders
Virginia
$12.4K – – –
VNA
1266
Valley National Advisers
Pennsylvania
$12.2K -$2.17K -14 -15%
AIM
1267
Anchor Investment Management
South Carolina
$12.2K +$11.9K +77 New
BIA
1268
Bell Investment Advisors
California
$12.1K -$1.71K -11 -13%
ABC
1269
Anchor Bay Capital
California
$12K +$13K +84 New
CH
1270
CDKV Holdings
Colorado
$11.9K +$11.6K +75 New
GA
1271
GoalVest Advisory
New York
$11.9K +$621 +4 +6%
VWA
1272
Valued Wealth Advisors
Utah
$11.8K +$310 +2 +3%
STB
1273
S&T Bank
Pennsylvania
$11.6K -$11.2K -72 -50%
DWM
1274
Dogwood Wealth Management
Kansas
$11.6K +$5.58K +36 +97%
ADL
1275
Asset Dedication LLC
California
$11.1K +$776 +5 +8%
49 50
51
52 53