We are live on ! Find out more
PWR icon

Quanta Services
PWR

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
901
Goldstein Advisors
Wisconsin
$220K +$187K +847 New
SIM
902
Sentry Investment Management
Wisconsin
$220K – – –
OBGC
903
O'Brien Greene & Co
Pennsylvania
$220K +$187K +846 New
IIM
904
Ipswich Investment Management
Massachusetts
$219K +$187K +844 New
IFG
905
Independent Financial Group
California
$218K +$186K +840 New
HH
906
Hilltop Holdings
Texas
$218K -$254K -1,147 -58%
CCFM
907
Clear Creek Financial Management
Washington
$217K +$185K +834 New
CWA
908
CM Wealth Advisors
Ohio
$215K +$178K +805 New
AAS
909
Ameritas Advisory Services
Nebraska
$214K +$185K +834 New
AFM
910
Abbot Financial Management
Massachusetts
$212K +$180K +815 New
CT
911
Chicago Trust
Illinois
$211K +$180K +812 New
APP
912
Avantax Planning Partners
Iowa
$210K +$179K +808 New
EPWM
913
Essex Private Wealth Management
Massachusetts
$209K +$178K +804 New
RDFA
914
Ritter Daniher Financial Advisory
Ohio
$209K – – –
FFG
915
Fortem Financial Group
California
$208K +$177K +801 New
GLLW
916
Graves Light Lenhart Wealth
Virginia
$208K +$177K +800 New
NSIM
917
North Star Investment Management
Illinois
$208K – – –
SIAP
918
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$208K +$177K +800 New
LCGC
919
Legacy Capital Group California
California
$208K +$177K +799 New
GL
920
Graypoint LLC
New York
$207K +$176K +796 New
DAS
921
Dynamic Advisor Solutions
Arizona
$204K +$174K +786 New
PTC
922
Private Trust Company
Ohio
$204K +$27K +122 +18%
WC
923
Waterloo Capital
Texas
$203K +$173K +781 New
PPWM
924
PFG Private Wealth Management
Florida
$202K -$34.1K -154 -17%
MNBTD
925
Moody National Bank Trust Division
Texas
$202K +$172K +778 New
35 36
37
38 39