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Quanta Services
PWR

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
751
GLOBALT Investments
Georgia
$600K +$8.2K +31 +2%
DIP
752
Davis Investment Partners
North Carolina
$598K – – –
WANY
753
Wealthspire Advisors (New York)
New York
$595K +$528K +1,997 New
FA
754
Fiducient Advisors
Illinois
$593K – – –
RB
755
Renasant Bank
Mississippi
$588K +$28.6K +108 +6%
1SB
756
1ST Source Bank
Indiana
$578K +$103K +391 +25%
HCM
757
Huber Capital Management
California
$575K – – –
TCM
758
Tributary Capital Management
Nebraska
$574K +$5.55K +21 +1%
PWM
759
Perigon Wealth Management
California
$567K +$97.6K +369 +24%
PW
760
Paladin Wealth
Minnesota
$565K +$501K +1,894 New
EIM
761
Essex Investment Management
Massachusetts
$562K -$78K -295 -14%
TIM
762
Thornburg Investment Management
New Mexico
$557K – – –
AWM
763
Axxcess Wealth Management
California
$554K -$8.99K -34 -2%
VFPW
764
Vantage Financial Partners (Wisconsin)
Wisconsin
$553K – – –
IWM
765
IHT Wealth Management
Illinois
$541K +$12.4K +47 +3%
GS
766
GTS Securities
Florida
$540K +$479K +1,811 New
LSA
767
Leonteq Securities AG
Switzerland
$540K +$24.9K +94 +5%
HIC
768
Holderness Investments Company
North Carolina
$530K – – –
WA
769
Wealth Alliance
New York
$528K -$54.2K -205 -10%
AIM
770
Achmea Investment Management
Netherlands
$525K -$6.9M -26,114 -94%
FCG
771
Fielder Capital Group
Tennessee
$525K -$1.59K -6 -0.3%
EWS
772
Evergreen Wealth Solutions
Pennsylvania
$524K -$58.7K -222 -11%
BCP
773
Blackhawk Capital Partners
Wisconsin
$524K – – –
QCG
774
Quadrant Capital Group
Ohio
$522K +$16.1K +61 +4%
PA
775
Profund Advisors
Maryland
$522K -$171K -647 -27%
29 30
31
32 33