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Quanta Services
PWR

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
526
Carnegie Investment Counsel
Ohio
$270K +$12.5K +125 +6%
WG
527
Winton Group
United Kingdom
$268K -$8.92K -89 -4%
IAA
528
Independent Advisor Alliance
North Carolina
$268K +$1.3K +13 +0.6%
CCA
529
Checchi Capital Advisers
California
$267K +$4.31K +43 +2%
B
530
Bailard
California
$266K -$266K -2,652 -53%
IFWM
531
Institute for Wealth Management
Colorado
$264K -$10K -100 -4%
CIA
532
Choate Investment Advisors
Massachusetts
$264K – – –
AWM
533
Avior Wealth Management
Nebraska
$262K -$12.7K -127 -5%
TAM
534
Todd Asset Management
Kentucky
$261K – – –
FRM
535
Fox Run Management
Connecticut
$257K +$226K +2,258 New
QCM
536
Quest Capital Management
Texas
$256K +$225K +2,249 New
KCM
537
Kornitzer Capital Management
Kansas
$256K +$226K +2,250 New
AIM
538
Allen Investment Management
New York
$250K +$221K +2,200 New
1WA
539
180 Wealth Advisors
Washington
$250K +$223K +2,224 New
SIP
540
Stoneridge Investment Partners
Pennsylvania
$249K -$129K -1,283 -37%
CCP
541
Corient Capital Partners
California
$249K -$33.8K -337 -13%
RJT
542
Raymond James Trust
Florida
$248K +$218K +2,174 New
SF
543
Synovus Financial
Georgia
$248K +$219K +2,185 New
GA
544
Geller Advisors
New York
$242K -$20.7K -206 -9%
EI
545
Ellevest Inc
New York
$241K +$172K +1,715 +423%
TI
546
Tidal Investments
Wisconsin
$240K +$211K +2,105 New
MSFP
547
Mark Sheptoff Financial Planning
Connecticut
$239K +$45.1K +450 +27%
YIA
548
YHB Investment Advisors
Connecticut
$239K +$211K +2,100 New
CAG
549
Csenge Advisory Group
Florida
$238K +$205K +2,042 New
S
550
SignatureFD
Georgia
$237K +$48.6K +485 +30%
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