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Quanta Services
PWR

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1101
Ethos Financial Group
Pennsylvania
$441K +$459K +1,045 New
OCA
1102
OpenArc Corporate Advisory
Georgia
$439K +$457K +1,041 New
BF
1103
BOK Financial
Oklahoma
$439K -$64.2K -146 -12%
CG
1104
Cynosure Group
Utah
$436K -$114K -260 -20%
IA
1105
Integrity Alliance
Iowa
$433K +$118K +268 +35%
WWM
1106
Western Wealth Management
Colorado
$425K +$118K +269 +36%
HL
1107
HeadInvest LLC
Maine
$422K +$9.67K +22 +2%
MG
1108
Mather Group
Illinois
$422K +$44.8K +102 +11%
TA
1109
TrueWealth Advisors
Alabama
$421K +$438K +997 New
SFG
1110
Sather Financial Group
Texas
$420K – – –
QCIG
1111
Quad-Cities Investment Group
Iowa
$419K +$436K +992 New
EWP
1112
Elevation Wealth Partners
California
$417K +$5.71K +13 +1%
CFGW
1113
Chancellor Financial Group WB
Pennsylvania
$417K – – –
PP
1114
PDS Planning
Ohio
$416K +$38.2K +87 +10%
WG
1115
Wellington Group
Indiana
$416K +$433K +986 New
CAAS
1116
Capital Asset Advisory Services
Michigan
$414K – – –
KCM
1117
Kathmere Capital Management
Pennsylvania
$410K +$4.83K +11 +1%
SFS
1118
Stiles Financial Services
Minnesota
$409K – – –
PDL
1119
Portfolio Design Labs
California
$409K +$99.3K +226 +30%
NWWA
1120
New Wave Wealth Advisors
Arkansas
$409K +$1.76K +4 +0.4%
GCM
1121
Greenland Capital Management
New York
$407K +$424K +965 New
OWP
1122
Obermeyer Wealth Partners
Colorado
$405K -$11.9K -27 -3%
SA
1123
Sovran Advisors
California
$405K +$4.39K +10 +1%
PJWM
1124
Philip James Wealth Mangement
Georgia
$400K +$17.1K +39 +4%
CIS
1125
Custom Index Systems
New York
$399K +$8.79K +20 +2%
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