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Quanta Services
PWR

Name Holding Trade Value Shares
Change 		Change in
Stake
CIS
851
Capital International Sarl
California
$286K +$243K +1,100 New
PWM
852
Perigon Wealth Management
California
$285K -$8.41K -38 -3%
JSW
853
Journey Strategic Wealth
New Jersey
$283K -$2.65K -12 -1%
LAS
854
LWM Advisory Services
Florida
$283K – – –
PWM
855
Purus Wealth Management
California
$278K +$2.21K +10 +0.9%
PPWP
856
Premier Path Wealth Partners
New Jersey
$277K +$236K +1,067 New
CSPIA
857
Cary Street Partners Investment Advisory
Virginia
$277K +$1.99K +9 +0.9%
BWP
858
BSW Wealth Partners
Colorado
$272K -$144K -651 -38%
AT
859
American Trust
Kentucky
$270K -$91.1K -412 -28%
SIC
860
Salem Investment Counselors
North Carolina
$270K – – –
TWP
861
Tower Wealth Partners
Pennsylvania
$270K +$13.7K +62 +6%
LTI
862
Laffer Tengler Investments
Tennessee
$266K -$237K -1,071 -51%
RA
863
Riverstone Advisors
Texas
$266K – – –
AC
864
Avestar Capital
New York
$265K +$226K +1,020 New
EWP
865
Elevation Wealth Partners
California
$264K -$22.1K -100 -9%
EWA
866
EverSource Wealth Advisors
Alabama
$262K +$201K +910 +892%
MA
867
Mutual Advisors
Nebraska
$262K +$223K +1,007 New
CI
868
Conning Inc
Connecticut
$260K – – –
MPM
869
MBB Public Markets
Illinois
$259K +$221K +997 New
SFG
870
Sather Financial Group
Texas
$259K – – –
OAM
871
Oppenheimer Asset Management
New York
$258K -$3.98K -18 -2%
SIA
872
Sit Investment Associates
Minnesota
$257K – – –
CGL
873
Clarius Group LLC
Washington
$256K -$35.8K -162 -14%
SCM
874
Shelton Capital Management
Colorado
$255K – – –
PJWM
875
Philip James Wealth Mangement
Georgia
$252K – – –
33 34
35
36 37