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Quanta Services
PWR

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1851
Allied Private Wealth
Florida
$12.7K +$13K +19 New
AP
1852
Aspect Partners
Virginia
$12.2K – – –
CT
1853
Coastline Trust
Rhode Island
$12.2K – – –
UFPG
1854
United Financial Planning Group
New York
$12.2K – – –
PWA
1855
Principia Wealth Advisory
Texas
$12.2K +$684 +1 +6%
SHIM
1856
Stone House Investment Management
Pennsylvania
$11.5K – – –
HWP
1857
Highline Wealth Partners
California
$11.5K +$1.37K +2 +14%
EWM
1858
Evermay Wealth Management
Virginia
$11.5K +$10.9K +16 New
PB
1859
Prosperity Bancshares
Texas
$11.5K +$10.9K +16 New
RWS
1860
Retirement Wealth Solutions
Wisconsin
$10.8K – – –
PWS
1861
Peterson Wealth Services
Utah
$10.8K +$10.3K +15 New
PS
1862
Planning Strategies
Pennsylvania
$10.8K +$10.3K +15 New
PSB
1863
Piscataqua Savings Bank
New Hampshire
$10.8K – – –
BIAS
1864
Beacon Investment Advisory Services
New Jersey
$10.1K -$6.15K -9 -39%
BH
1865
Burk Holdings
Oklahoma
$10.1K – – –
PCFFS
1866
Pacific Center for Financial Services
California
$10.1K – – –
TWD
1867
True Wealth Design
Ohio
$10.1K – – –
BFPW
1868
BOK Financial Private Wealth
Colorado
$9.36K -$595K -871 -99%
BSB
1869
Bangor Savings Bank
Maine
$9.36K – – –
CWP
1870
Clark Wealth Partners
Illinois
$9.36K – – –
FC
1871
Fairscale Capital
New Hampshire
$9.36K – – –
BHWM
1872
Beaird Harris Wealth Management
Texas
$9.36K +$8.2K +12 +1,200%
VWA
1873
Valued Wealth Advisors
Utah
$8.64K +$1.37K +2 +20%
SMBT
1874
Southern Michigan Bank & Trust
Michigan
$8.64K – – –
PCM
1875
Penserra Capital Management
California
$8K -$1.93M -2,830 -100%
73 74
75
76 77