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Quanta Services

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
751
Clearview Wealth Advisors
Oregon
$4K – – –
CCA
752
Column Capital Advisors
Indiana
$4K – – –
FPS
753
Fieldpoint Private Securities
Connecticut
$4K +$556 +5 +19%
BAM
754
Byrne Asset Management
New Jersey
$4K +$3.22K +29 New
CC
755
Centiva Capital
New York
$4K +$3.44K +31 New
GKIM
756
GW&K Investment Management
Massachusetts
$4K +$3.44K +31 New
CCM
757
Covington Capital Management
California
$3K – – –
HNWAG
758
High Net Worth Advisory Group
Florida
$3K – – –
LPWM
759
Lake Point Wealth Management
Texas
$3K – – –
TIM
760
Tevis Investment Management
Texas
$3K – – –
SC
761
Schubert & Co
Texas
$3K +$333 +3 +17%
DI
762
Disciplined Investments
Oklahoma
$3K +$2.33K +21 New
Loomis, Sayles & Company
763
Loomis, Sayles & Company
Massachusetts
$3K +$2.89K +26 New
FWM
764
Focused Wealth Management
New York
$2K – – –
SWA
765
SOA Wealth Advisors
New York
$2K – – –
UFF
766
USA Financial Formulas
Michigan
$1K -$2.78K -25 -83%
AA
767
Addison Advisors
Vermont
$1K – – –
BHWM
768
Beaird Harris Wealth Management
Texas
$1K – – –
CWC
769
Carolinas Wealth Consulting
North Carolina
$1K – – –
PWMG
770
Prestige Wealth Management Group
New Jersey
$1K – – –
S
771
Surevest
California
$1K – – –
SIC
772
SJS Investment Consulting
Ohio
$1K +$444 +4 New
PO
773
Private Ocean
California
$1K +$667 +6 New
SCM
774
Suvretta Capital Management
New York
– -$133M -1,163,015 Closed
Artisan Partners
775
Artisan Partners
Wisconsin
– -$40.2M -350,231 Closed