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Quanta Services
PWR

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
1601
Empirical Asset Management
Massachusetts
$241K -$490K -717 -68%
CIC
1602
Chase Investment Counsel
Virginia
$240K -$256K -375 -53%
MDSL
1603
M.D. Sass LLC
New York
$239K -$43.1M -63,110 -99%
TTWM
1604
TCV Trust & Wealth Management
Virginia
$238K +$226K +330 New
SR
1605
Swiss Re
Switzerland
$236K +$189K +276 +531%
AWA
1606
Alta Wealth Advisors
Massachusetts
$236K +$224K +328 New
CWMGO
1607
Capstone Wealth Management Group (Oregon)
Oregon
$236K +$224K +328 New
NHT
1608
New Hampshire Trust
New Hampshire
$235K +$223K +326 New
EW
1609
Elyxium Wealth
California
$234K +$222K +325 New
AT
1610
Adelphi Trust
Florida
$234K +$222K +325 New
JIC
1611
Joel Isaacson & Co
New York
$234K +$222K +325 New
FMC
1612
First Merchants Corp
Indiana
$233K +$221K +324 New
CAM
1613
Claret Asset Management
Quebec, Canada
$233K -$190K -278 -46%
AFG
1614
Allegheny Financial Group
Pennsylvania
$233K +$221K +323 New
DT
1615
DV Trading
Illinois
$233K +$221K +323 New
CCP
1616
Cushing Capital Partners
Wisconsin
$232K +$221K +323 New
PHWM
1617
Pine Harbor Wealth Management
Maryland
$232K +$220K +322 New
HBT
1618
Hills Bank & Trust
Iowa
$231K – – –
PAS
1619
PKS Advisory Services
New York
$231K +$219K +321 New
DFA
1620
DHJJ Financial Advisors
Illinois
$230K – – –
EWM
1621
Elevatus Welath Management
New York
$230K +$218K +319 New
WFI
1622
West Family Investments
California
$230K +$218K +319 New
JFGLC
1623
Johnson Financial Group LLC (Colorado)
Colorado
$229K +$217K +318 New
BW
1624
Balance Wealth
Ohio
$229K +$217K +318 New
MIM
1625
Meridiem Investment Management
United Kingdom
$228K -$68.4K -100 -24%
63 64
65
66 67