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Quanta Services
PWR

Name Holding Trade Value Shares
Change 		Change in
Stake
WJA
2001
Willis Johnson & Associates
Texas
– -$323K -588 Closed
APM
2002
a16z Perennial Management
California
– -$321K -584 Closed
TCM
2003
Tuttle Capital Management
Connecticut
– -$320K -583 Closed
OCM
2004
One Capital Management
California
– -$307K -560 Closed
CPW
2005
Crestmont Private Wealth
Texas
– -$279K -509 Closed
EFS
2006
Essex Financial Services
Connecticut
– -$276K -503 Closed
ISS
2007
Intesa Sanpaolo SpA.
Italy
– -$275K -500 Closed
PFM
2008
Patton Fund Management
Texas
– -$270K -491 Closed
OFS
2009
OneAscent Financial Services
Alabama
– -$259K -471 Closed
GA
2010
GFS Advisors
Texas
– -$242K -441 Closed
EW
2011
Evoke Wealth
California
– -$238K -433 Closed
EA
2012
Emerald Advisers
Pennsylvania
– -$234K -426 Closed
ACA
2013
Affinity Capital Advisors
California
– -$229K -418 Closed
FFN
2014
Focus Financial Network
Minnesota
– -$226K -411 Closed
WMA
2015
Wealth Management Associates
New Jersey
– -$225K -409 Closed
HC
2016
Hamilton Capital
Ohio
– -$215K -391 Closed
XPN
2017
XY Planning Network
Montana
– -$218K -389 Closed
FWP
2018
Forefront Wealth Partners
Texas
– -$212K -386 Closed
BWM
2019
BAM Wealth Management
Colorado
– -$207K -377 Closed
PWP
2020
Prasad Wealth Partners
Ohio
– -$203K -369 Closed
TFA
2021
Tobias Financial Advisors
Florida
– -$202K -368 Closed
GSEP
2022
Golden State Equity Partners
California
– -$119K -217 Closed
S
2023
Sachetta
Massachusetts
– -$112K -203 Closed
WSA
2024
Wealth Science Advisors
Georgia
– -$80.2K -190 Closed
TPWA
2025
Twin Peaks Wealth Advisors
California
– -$93.3K -170 Closed
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