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Quanta Services
PWR

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
1051
Wealthedge Investment Advisors
New York
$1.01M -$359K -525 -27%
FHC
1052
First Heartland Consultants
Missouri
$1.01M -$364K -532 -28%
OBWG
1053
Onyx Bridge Wealth Group
New York
$1M -$5.47K -8 -0.6%
7WCP
1054
71 West Capital Partners
Massachusetts
$1M +$48.5K +71 +5%
MFA
1055
Mayflower Financial Advisors
Massachusetts
$999K – – –
TA
1056
TKG Advisors
Indiana
$999K -$180K -263 -16%
WH
1057
Wallace Hart
Kentucky
$998K -$204K -298 -18%
CM
1058
Castleark Management
Illinois
$994K – – –
PDL
1059
Portfolio Design Labs
California
$992K +$1.37K +2 +0.1%
TA
1060
TrueWealth Advisors
Alabama
$980K +$42.4K +62 +5%
UAS
1061
United Asset Strategies
New York
$979K -$35.5K -52 -4%
BB
1062
Busey Bank
Illinois
$979K -$32.1K -47 -3%
IAS
1063
Insigneo Advisory Services
Florida
$978K +$131K +192 +16%
TC
1064
TwinBeech Capital
New York
$973K +$642K +939 +227%
PWG
1065
Portside Wealth Group
Utah
$967K +$43.1K +63 +5%
BRWA
1066
B. Riley Wealth Advisors
Florida
$967K -$13.7K -20 -1%
SOS
1067
Silver Oak Securities
Tennessee
$966K +$429K +628 +88%
MWM
1068
Modera Wealth Management
New Jersey
$962K -$2.05K -3 -0.2%
DDC
1069
DF Dent & Co
Maryland
$956K – – –
AIM
1070
Advyzon Investment Management
Illinois
$956K +$430K +629 +90%
QCIG
1071
Quad-Cities Investment Group
Iowa
$955K +$4.79K +7 +0.5%
ZI
1072
ZEGA Investments
Florida
$953K -$189K -277 -17%
CAS
1073
CTC Alternative Strategies
Illinois
$950K +$902K +1,320 New
GP
1074
Geneva Partners
Wisconsin
$945K +$434K +635 +94%
TCWA
1075
Turtle Creek Wealth Advisors
Texas
$943K +$203K +297 +29%
41 42
43
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