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Quanta Services

Name Holding Trade Value Shares
Change
Change in
Stake
OWP
1026
Obermeyer Wealth Partners
Colorado
$409K +$17.5K +45 +5%
BAM
1027
Belpointe Asset Management
Nevada
$409K +$135K +348 +55%
PI
1028
Pettee Investors
Connecticut
$408K +$383K +985 New
BW
1029
Blalock Williams
Alabama
$407K -$23.3K -60 -6%
VFA
1030
Values First Advisors
Tennessee
$407K -$15.5K -40 -4%
SA
1031
Sovran Advisors
California
$406K +$347K +894 New
HL
1032
HeadInvest LLC
Maine
$406K +$13.6K +35 +4%
PF
1033
Phoenix Financial
Israel
$405K -$2.23M -5,746 -85%
FAFN
1034
First Affirmative Financial Network
Colorado
$404K +$14.4K +37 +4%
C
1035
Certuity
Florida
$404K -$28K -72 -7%
EWP
1036
Elevation Wealth Partners
California
$404K +$3.89K +10 +1%
CI
1037
Conning Inc
Connecticut
$404K
SFS
1038
Stiles Financial Services
Minnesota
$402K +$19.4K +50 +5%
CastleKeep Investment Advisors
1039
CastleKeep Investment Advisors
Connecticut
$402K
NWWA
1040
New Wave Wealth Advisors
Arkansas
$400K +$375K +964 New
KCM
1041
Kathmere Capital Management
Pennsylvania
$398K +$10.1K +26 +3%
4WM
1042
49 Wealth Management
Texas
$398K +$22.9K +59 +7%
PTC
1043
Private Trust Company
Ohio
$397K +$4.28K +11 +1%
GH
1044
GAM Holding
Switzerland
$395K +$370K +952 New
TW
1045
TritonPoint Wealth
Maryland
$393K +$1.17K +3 +0.3%
CAAS
1046
Capital Asset Advisory Services
Michigan
$391K
MWM
1047
MBE Wealth Management
Wisconsin
$388K -$48.6K -125 -12%
QFA
1048
Quantum Financial Advisors
California
$386K -$24.9K -64 -6%
CIS
1049
Custom Index Systems
New York
$384K +$70.7K +182 +24%
ST
1050
Spinnaker Trust
Maine
$383K