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Vistra
VST

Name Holding Trade Value Shares
Change 		Change in
Stake
TPA
1426
Trivium Point Advisory
Connecticut
– -$276K -1,713 Closed
WANY
1427
Wealthspire Advisors (New York)
New York
– -$276K -1,709 Closed
JCM
1428
Jacobi Capital Management
Pennsylvania
– -$276K -1,708 Closed
CI
1429
Conning Inc
Connecticut
– -$271K -1,678 Closed
BC
1430
Bayforest Capital
United Kingdom
– -$269K -1,666 Closed
VWM
1431
Vigilare Wealth Management
Arizona
– -$267K -1,658 Closed
GM
1432
GeoWealth Management
Illinois
– -$267K -1,656 Closed
XWM
1433
Xcel Wealth Management
Florida
– -$262K -1,622 Closed
IDA
1434
Intelligence Driven Advisers
California
– -$257K -1,592 Closed
AC
1435
AlphaCore Capital
California
– -$249K -1,546 Closed
JTF
1436
J. Team Financial
Texas
– -$247K -1,533 Closed
VC
1437
VarCov Co
Connecticut
– -$243K -1,505 Closed
CGA
1438
Crescent Grove Advisors
Illinois
– -$237K -1,470 Closed
KCFA
1439
Key Client Fiduciary Advisors
New Jersey
– -$235K -1,456 Closed
GHAM
1440
Gilman Hill Asset Management
Connecticut
– -$234K -1,450 Closed
PEP
1441
Pickering Energy Partners
Texas
– -$226K -1,400 Closed
CCA
1442
Cooper Capital Advisors
California
– -$225K -1,393 Closed
FPL
1443
Fortress Private Ledger
North Carolina
– -$220K -1,365 Closed
TWM
1444
TCFG Wealth Management
California
– -$220K -1,362 Closed
SAG
1445
SageView Advisory Group
California
– -$219K -1,354 Closed
BWP
1446
Balboa Wealth Partners
Arizona
– -$217K -1,342 Closed
MWM
1447
Meridian Wealth Management
Kentucky
– -$215K -1,334 Closed
DE
1448
Diversified Enterprises
Delaware
– -$215K -1,331 Closed
SCP
1449
Sivia Capital Partners
California
– -$213K -1,320 Closed
RMCM
1450
Reynders McVeigh Capital Management
Massachusetts
– -$210K -1,302 Closed
56 57
58
59 60