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Quanta Services
PWR

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1701
Barrett & Company
Rhode Island
$5.49K – – –
SFAM
1702
Sawyer Falduto Asset Management
Illinois
$5.49K – – –
VWM
1703
Vermillion Wealth Management
Minnesota
$5.49K +$5.15K +10 New
BWA
1704
Basecamp Wealth Advisors
Washington
$5.06K -$42.2K -82 -90%
T
1705
Tidemark
California
$4.97K +$4.63K +9 New
BFS
1706
Burkett Financial Services
South Carolina
$4.96K -$20.6K -40 -82%
HWM
1707
HighMark Wealth Management
Minnesota
$4.94K – – –
CJ
1708
Caitlin John
Michigan
$4.94K – – –
STB
1709
S&T Bank
Pennsylvania
$4.94K – – –
IWM
1710
IMG Wealth Management
Florida
$4.94K +$515 +1 +13%
CWA
1711
Carolina Wealth Advisors
South Carolina
$4.94K +$4.63K +9 New
SNB
1712
Security National Bank
Nebraska
$4.94K +$4.63K +9 New
RFA
1713
Reyes Financial Architecture
California
$4.39K – – –
ACA
1714
American Capital Advisory
Idaho
$3.84K +$2.06K +4 +133%
EWM
1715
Evolution Wealth Management
Florida
$3.29K +$3.09K +6 New
PWA
1716
Portus Wealth Advisors
North Carolina
$3.29K +$3.09K +6 New
SFCL
1717
Strengthening Families & Communities LLC
Massachusetts
$2.75K +$2.58K +5 New
QWM
1718
Quaker Wealth Management
New Jersey
$2.75K – – –
TBFA
1719
Three Bearings Fiduciary Advisors
New Hampshire
$2.75K – – –
1CP
1720
1015 Capital Partners
Pennsylvania
$2.75K – – –
DJSG
1721
D.J. St. Germain
Massachusetts
$2.75K – – –
CPL
1722
Capital & Planning LLC
Georgia
$2.75K +$2.58K +5 New
IWS
1723
Intentional Wealth Strategies
Colorado
$2.75K +$2.58K +5 New
FC
1724
Financial Consulate
Maryland
$2.2K +$2.06K +4 New
GEA
1725
Glen Eagle Advisors
New Jersey
$2.2K – – –
67 68
69
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