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Quanta Services
PWR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1601
Circle Wealth Management
New Jersey
$243K +$231K +338 New
SAM
1602
Silvercrest Asset Management
New York
$243K +$230K +337 New
MA
1603
MW Advisory
Georgia
$242K +$230K +336 New
SVWAG
1604
Sound View Wealth Advisors Group
Georgia
$242K +$230K +336 New
ABC
1605
Anchor Bay Capital
California
$241K +$249K +365 New
EAM
1606
Empirical Asset Management
Massachusetts
$241K -$490K -717 -68%
CIC
1607
Chase Investment Counsel
Virginia
$240K -$256K -375 -53%
MDSL
1608
M.D. Sass LLC
New York
$239K -$43.1M -63,110 -99%
TTWM
1609
TCV Trust & Wealth Management
Virginia
$238K +$226K +330 New
SR
1610
Swiss Re
Switzerland
$236K +$189K +276 +531%
AWA
1611
Alta Wealth Advisors
Massachusetts
$236K +$224K +328 New
CWMGO
1612
Capstone Wealth Management Group (Oregon)
Oregon
$236K +$224K +328 New
NHT
1613
New Hampshire Trust
New Hampshire
$235K +$223K +326 New
EW
1614
Elyxium Wealth
California
$234K +$222K +325 New
AT
1615
Adelphi Trust
Florida
$234K +$222K +325 New
JIC
1616
Joel Isaacson & Co
New York
$234K +$222K +325 New
FMC
1617
First Merchants Corp
Indiana
$233K +$221K +324 New
CAM
1618
Claret Asset Management
Quebec, Canada
$233K -$190K -278 -46%
AFG
1619
Allegheny Financial Group
Pennsylvania
$233K +$221K +323 New
DT
1620
DV Trading
Illinois
$233K +$221K +323 New
CCP
1621
Cushing Capital Partners
Wisconsin
$232K +$221K +323 New
PHWM
1622
Pine Harbor Wealth Management
Maryland
$232K +$220K +322 New
HBT
1623
Hills Bank & Trust
Iowa
$231K – – –
PAS
1624
PKS Advisory Services
New York
$231K +$219K +321 New
DFA
1625
DHJJ Financial Advisors
Illinois
$230K – – –
63 64
65
66 67