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Vistra
VST

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
1501
Root Financial Partners
California
– -$105K -699 Closed
WSFG
1502
Wall Street Financial Group
Illinois
– -$92K -612 Closed
TPWA
1503
Twin Peaks Wealth Advisors
California
– -$30.5K -203 Closed
DWP
1504
Destiny Wealth Partners
Florida
– -$28.6K -190 Closed
LWMI
1505
Legacy Wealth Management (Idaho)
Idaho
– -$19.7K -131 Closed
FCAS
1506
First Command Advisory Services
Texas
– -$18.3K -122 Closed
AGWCA
1507
Annis Gardner Whiting Capital Advisors
Florida
– -$18K -120 Closed
RCM
1508
Ravenstone Capital Management
– -$17.3K -115 Closed
TGY2IT
1509
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$16.8K -112 Closed
MIFH
1510
Migdal Insurance & Financial Holdings
Israel
– -$13.2K -88 Closed
S
1511
Sachetta
Massachusetts
– -$11.7K -78 Closed
TFA
1512
Toth Financial Advisory
Virginia
– -$9.02K -60 Closed
CFG
1513
Clayton Financial Group
Missouri
– -$8.42K -56 Closed
CFFP
1514
Center for Financial Planning
Michigan
– -$7.82K -52 Closed
RWM
1515
RMG Wealth Management
Wisconsin
– -$5.47K -36 Closed
AWM
1516
Abound Wealth Management
Tennessee
– -$5.11K -34 Closed
CIR
1517
Clear Investment Research
Georgia
– -$4.98K -33 Closed
VNIM
1518
Vaughan Nelson Investment Management
Texas
– -$3.76K -25 Closed
ACM
1519
Aster Capital Management
United Arab Emirates
– -$2.82K -24 Closed
BFS
1520
Bare Financial Services
Pennsylvania
– -$3.61K -24 Closed
BGAI
1521
Bruce G. Allen Investments
Colorado
– -$2.1K -14 Closed
CT
1522
Coastline Trust
Rhode Island
– -$1.8K -12 Closed
GWS
1523
Greykasell Wealth Strategies
California
– -$1.36K -9 Closed
OA
1524
Operose Advisors
Wisconsin
– -$1.35K -9 Closed
HIC
1525
Hamrick Investment Counsel
Washington
– -$1.05K -7 Closed
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