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Quanta Services
PWR

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1626
WT Wealth Management
Arizona
$228K -$61.5K -90 -22%
LIP
1627
Lynch Investment Planning
Pennsylvania
$227K +$215K +315 New
PHS
1628
Pekin Hardy Strauss
Illinois
$227K +$215K +315 New
AA
1629
Advisory Advocates
Michigan
$226K +$215K +314 New
FSBI
1630
Fearless Solutions (Best Invest)
Texas
$226K +$215K +314 New
MC
1631
Matters Capital
Florida
$226K +$215K +314 New
PWM
1632
Palumbo Wealth Management
New York
$226K +$215K +314 New
ODIJL
1633
One Day In July LLC
Vermont
$225K +$213K +312 New
SM
1634
Sweeney & Michel
California
$224K +$228K +333 New
AU
1635
AlphaGrep UK
$223K -$771K -1,128 -78%
TFP
1636
Tilia Fiduciary Partners
North Carolina
$223K -$68.4K -100 -24%
SFC
1637
Sprinkle Financial Consultants
Colorado
$223K +$212K +310 New
YDMI
1638
Y.D. More Investments
Israel
$222K +$407K +595 +12%
IIA
1639
ICW Investment Advisors
Arizona
$221K +$210K +307 New
NF
1640
Napier Financial
Massachusetts
$221K – – –
WAM
1641
Wakefield Asset Management
Colorado
$220K +$209K +306 New
LCS
1642
Levin Capital Strategies
New York
$220K +$209K +306 New
AOWM
1643
Asset One Wealth Management
Washington
$219K -$17.8K -26 -7%
CAI
1644
Capital Advisors Inc
Oklahoma
$219K +$208K +304 New
GA
1645
Greenspring Advisors
Maryland
$217K +$206K +302 New
FIM
1646
FWL Investment Management
Texas
$217K – – –
EFP
1647
Elser Financial Planning
Indiana
$217K +$206K +302 New
SAM
1648
Sagewood Asset Management
New York
$217K +$206K +302 New
TCOTS
1649
Trust Company of the South
North Carolina
$217K +$206K +302 New
MGAM
1650
McGowan Group Asset Management
Texas
$216K – – –
64 65
66
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