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Quanta Services
PWR

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1226
Clayton Financial Group
Missouri
$207K +$194K +500 New
LSPW
1227
Lake Street Private Wealth
Illinois
$207K +$194K +500 New
BC
1228
Bayforest Capital
United Kingdom
$207K -$362K -931 -65%
SMA
1229
Seven Mile Advisory
New Jersey
$206K +$193K +496 New
WAM
1230
Worth Asset Management
Texas
$204K +$192K +493 New
SAM
1231
Satovsky Asset Management
New York
$204K +$192K +493 New
BDPWM
1232
Barnes Dennig Private Wealth Management
Ohio
$203K +$8.55K +22 +5%
AWM
1233
Aries Wealth Management
Maine
$203K +$190K +490 New
PFC
1234
Phocas Financial Corp
California
$203K +$190K +490 New
LAM
1235
Longboard Asset Management
Arizona
$203K +$190K +489 New
FNT
1236
First National Trust
Pennsylvania
$201K +$188K +484 New
SS
1237
Sunbelt Securities
Texas
$189K -$27.2K -70 -13%
GIA
1238
GHP Investment Advisors
Colorado
$187K – – –
EA
1239
Emerald Advisers
Pennsylvania
$184K -$25.7K -66 -13%
CH
1240
Cromwell Holdings
Wyoming
$182K – – –
ZBNA
1241
Zions Bancorporation, National Association
Utah
$181K +$106K +273 +167%
ATC
1242
Adirondack Trust Company
New York
$180K – – –
RFP
1243
Root Financial Partners
California
$172K +$162K +416 New
GA
1244
GoalVest Advisory
New York
$172K – – –
BONH
1245
Bank of New Hampshire
New Hampshire
$166K – – –
FHC
1246
First Horizon Corporation
Tennessee
$165K +$155K +399 New
WSFS
1247
Wilmington Savings Fund Society
Delaware
$165K -$901K -2,319 -85%
CSPIA
1248
Cary Street Partners Investment Advisory
Virginia
$163K +$10.5K +27 +7%
OL
1249
OneFund LLC
Florida
$162K +$4.28K +11 +3%
SIM
1250
Sentry Investment Management
Wisconsin
$159K -$41.2K -106 -23%
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