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Quanta Services
PWR

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
901
Sentry Investment Management
Wisconsin
$220K – – –
OBGC
902
O'Brien Greene & Co
Pennsylvania
$220K +$187K +846 New
IIM
903
Ipswich Investment Management
Massachusetts
$219K +$187K +844 New
IFG
904
Independent Financial Group
California
$218K +$186K +840 New
HH
905
Hilltop Holdings
Texas
$218K -$254K -1,147 -58%
CCFM
906
Clear Creek Financial Management
Washington
$217K +$185K +834 New
CWA
907
CM Wealth Advisors
Ohio
$215K +$178K +805 New
AAS
908
Ameritas Advisory Services
Nebraska
$214K +$185K +834 New
AFM
909
Abbot Financial Management
Massachusetts
$212K +$180K +815 New
CT
910
Chicago Trust
Illinois
$211K +$180K +812 New
APP
911
Avantax Planning Partners
Iowa
$210K +$179K +808 New
EPWM
912
Essex Private Wealth Management
Massachusetts
$209K +$178K +804 New
RDFA
913
Ritter Daniher Financial Advisory
Ohio
$209K – – –
FFG
914
Fortem Financial Group
California
$208K +$177K +801 New
GLLW
915
Graves Light Lenhart Wealth
Virginia
$208K +$177K +800 New
NSIM
916
North Star Investment Management
Illinois
$208K – – –
SIAP
917
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$208K +$177K +800 New
LCGC
918
Legacy Capital Group California
California
$208K +$177K +799 New
GL
919
Graypoint LLC
New York
$207K +$176K +796 New
DAS
920
Dynamic Advisor Solutions
Arizona
$204K +$174K +786 New
PTC
921
Private Trust Company
Ohio
$204K +$27K +122 +18%
WC
922
Waterloo Capital
Texas
$203K +$173K +781 New
PPWM
923
PFG Private Wealth Management
Florida
$202K -$34.1K -154 -17%
MNBTD
924
Moody National Bank Trust Division
Texas
$202K +$172K +778 New
RA
925
RiverPark Advisors
New York
$191K +$132K +597 +433%
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