We are live on ! Find out more
PWR icon

Quanta Services

Name Holding Trade Value Shares
Change
Change in
Stake
MLM
1026
Mount Lucas Management
Pennsylvania
$575K -$11K -25 -2%
BBES
1027
Buffalo Business & Estate Services
New York
$573K +$596K +1,357 New
OBWG
1028
Onyx Bridge Wealth Group
New York
$570K +$24.6K +56 +4%
FPL
1029
Fortress Private Ledger
North Carolina
$570K +$159K +361 +37%
HAS
1030
HBW Advisory Services
California
$567K +$6.15K +14 +1%
AGWCA
1031
Annis Gardner Whiting Capital Advisors
Florida
$567K +$138K +313 +30%
MWM
1032
Modera Wealth Management
New Jersey
$567K +$4.83K +11 +0.8%
PWS
1033
Precision Wealth Strategies
Missouri
$564K -$37.3K -85 -6%
DDC
1034
DF Dent & Co
Maryland
$560K +$584K +1,328 New
BMCM
1035
Bryn Mawr Capital Management
Pennsylvania
$557K +$13.2K +30 +2%
CPM
1036
Connective Portfolio Management
New York
$551K – – –
EP
1037
Edgestream Partners
New Jersey
$549K -$112K -256 -16%
BPWM
1038
BCS Private Wealth Management
New Jersey
$543K -$145K -330 -20%
CFG
1039
Cooper Financial Group
California
$541K +$9.67K +22 +2%
HPBT
1040
Hickory Point Bank & Trust
Illinois
$541K -$68.1K -155 -11%
CFP
1041
Catalyst Financial Partners
Massachusetts
$539K +$22.8K +52 +4%
SC
1042
Sepio Capital
Utah
$537K +$559K +1,272 New
PWPS
1043
Pinnacle Wealth Planning Services
Ohio
$535K -$17.6K -40 -3%
QWP
1044
Quotient Wealth Partners
Texas
$534K +$1.76K +4 +0.3%
FAMI
1045
Fideuram Asset Management (Ireland)
$533K +$858K +1,952 New
SIS
1046
Sound Income Strategies
Florida
$532K +$446K +1,014 +805%
CCA
1047
Checchi Capital Advisers
California
$532K -$14.9K -34 -3%
CWM
1048
Connecticut Wealth Management
Connecticut
$532K – – –
PPWP
1049
Premier Path Wealth Partners
New Jersey
$530K +$60.6K +138 +12%
AWM
1050
AE Wealth Management
Kansas
$530K +$112K +256 +26%