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Quanta Services
PWR

Name Holding Trade Value Shares
Change 		Change in
Stake
HKAM
1026
Horizon Kinetics Asset Management
New York
$229K – – –
MG
1027
Mather Group
Illinois
$228K -$6.93K -24 -3%
4WM
1028
49 Wealth Management
Texas
$228K – – –
PP
1029
PDS Planning
Ohio
$227K +$28K +97 +12%
FAFN
1030
First Affirmative Financial Network
Colorado
$225K +$255K +883 New
NHC
1031
Nicholas Hoffman & Company
Georgia
$224K +$255K +882 New
PPW
1032
Parcion Private Wealth
Washington
$224K +$4.33K +15 +2%
MCA
1033
MSH Capital Advisors
Arizona
$219K – – –
NG
1034
Novem Group
New York
$218K +$248K +859 New
IC
1035
IEQ Capital
California
$217K -$254K -880 -51%
AWA
1036
Arete Wealth Advisors
Illinois
$217K +$246K +853 New
TNA
1037
True North Advisors
Texas
$216K +$246K +850 New
OBGC
1038
O'Brien Greene & Co
Pennsylvania
$215K -$1.16K -4 -0.5%
IIM
1039
Ipswich Investment Management
Massachusetts
$215K – – –
BW
1040
BIP Wealth
Georgia
$214K +$289 +1 +0.1%
OS
1041
Objectivity Squared
South Carolina
$213K +$229K +791 New
GL
1042
Graypoint LLC
New York
$212K +$21.7K +75 +10%
VFA
1043
Values First Advisors
Tennessee
$211K -$1.73K -6 -0.7%
GA
1044
Goldstein Advisors
Wisconsin
$211K -$19.4K -67 -7%
EP
1045
Edgestream Partners
New Jersey
$210K -$4.03M -13,959 -94%
WWM
1046
Wolff Wiese Magana
California
$210K +$219K +758 +1,099%
CCM
1047
Cohen Capital Management
California
$210K +$239K +827 New
WIA
1048
World Investment Advisors
California
$209K +$28.9K +100 +14%
CCC
1049
Compass Capital Corp
Massachusetts
$209K – – –
XT
1050
XTX Topco
Cayman Islands
$209K -$551K -1,907 -70%
40 41
42
43 44