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Quanta Services
PWR

Name Holding Trade Value Shares
Change 		Change in
Stake
BBES
1026
Buffalo Business & Estate Services
New York
$573K +$596K +1,357 New
OBWG
1027
Onyx Bridge Wealth Group
New York
$570K +$24.6K +56 +4%
FPL
1028
Fortress Private Ledger
North Carolina
$570K +$159K +361 +37%
HAS
1029
HBW Advisory Services
California
$567K +$6.15K +14 +1%
AGWCA
1030
Annis Gardner Whiting Capital Advisors
Florida
$567K +$138K +313 +30%
MWM
1031
Modera Wealth Management
New Jersey
$567K +$4.83K +11 +0.8%
PWS
1032
Precision Wealth Strategies
Missouri
$564K -$37.3K -85 -6%
DDC
1033
DF Dent & Co
Maryland
$560K +$584K +1,328 New
BMCM
1034
Bryn Mawr Capital Management
Pennsylvania
$557K +$13.2K +30 +2%
CPM
1035
Connective Portfolio Management
New York
$551K – – –
EP
1036
Edgestream Partners
New Jersey
$549K -$112K -256 -16%
BPWM
1037
BCS Private Wealth Management
New Jersey
$543K -$145K -330 -20%
CFG
1038
Cooper Financial Group
California
$541K +$9.67K +22 +2%
HPBT
1039
Hickory Point Bank & Trust
Illinois
$541K -$68.1K -155 -11%
CFP
1040
Catalyst Financial Partners
Massachusetts
$539K +$22.8K +52 +4%
SC
1041
Sepio Capital
Utah
$537K +$559K +1,272 New
PWPS
1042
Pinnacle Wealth Planning Services
Ohio
$535K -$17.6K -40 -3%
QWP
1043
Quotient Wealth Partners
Texas
$534K +$1.76K +4 +0.3%
FAMI
1044
Fideuram Asset Management (Ireland)
$533K +$858K +1,952 New
SIS
1045
Sound Income Strategies
Florida
$532K +$446K +1,014 +805%
CCA
1046
Checchi Capital Advisers
California
$532K -$14.9K -34 -3%
CWM
1047
Connecticut Wealth Management
Connecticut
$532K – – –
PPWP
1048
Premier Path Wealth Partners
New Jersey
$530K +$60.6K +138 +12%
AWM
1049
AE Wealth Management
Kansas
$530K +$112K +256 +26%
WCM
1050
WealthBridge Capital Management
Ohio
$528K – – –
40 41
42
43 44