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Quanta Services
PWR

Name Holding Trade Value Shares
Change 		Change in
Stake
MIS
926
Morningstar Investment Services
Illinois
$239K +$237K +894 New
FFA
927
Farther Finance Advisors
California
$239K +$77.4K +292 +43%
TSMHT
928
Thurston Springer Miller Herd & Titak
Indiana
$237K +$247K +933 New
MPW
929
Monterey Private Wealth
California
$236K – – –
TB
930
Terril Brothers
Missouri
$236K – – –
CICI
931
Capital Investment Counsel Inc
North Carolina
$235K – – –
CGL
932
Clarius Group LLC
Washington
$234K -$17.5K -66 -7%
PI
933
PFG Investments
New York
$232K -$57K -215 -19%
OWP
934
Obermeyer Wealth Partners
Colorado
$229K – – –
DT
935
Diversified Trust
Tennessee
$228K -$96.7K -365 -29%
KP
936
Keel Point
Alabama
$226K +$229K +864 New
GWP
937
Gen-Wealth Partners
Michigan
$226K +$71K +268 +43%
PTC
938
Private Trust Company
Ohio
$225K +$26K +98 +12%
TW
939
TritonPoint Wealth
Maryland
$224K -$262K -989 -53%
IUHSA
940
Itau Unibanco Holding S.A.
Brazil
$223K +$232K +877 New
AAS
941
Ameritas Advisory Services
Nebraska
$223K +$11.1K +42 +5%
CC
942
Corton Capital
Ontario, Canada
$221K -$667K -2,518 -74%
GA
943
Goldstein Advisors
Wisconsin
$220K +$5.03K +19 +2%
BTI
944
Blue Trust Inc
Georgia
$219K +$46.1K +174 +26%
CCFM
945
Clear Creek Financial Management
Washington
$217K +$5.56K +21 +3%
IC
946
Inscription Capital
Texas
$217K +$226K +852 New
SFS
947
Stiles Financial Services
Minnesota
$216K – – –
OBGC
948
O'Brien Greene & Co
Pennsylvania
$215K – – –
IIM
949
Ipswich Investment Management
Massachusetts
$214K – – –
BW
950
BIP Wealth
Georgia
$214K -$1.85K -7 -0.8%
36 37
38
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