We are live on ! Find out more
WSO icon

Watsco Inc

Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
351
Financial Gravity Asset Management
Texas
$3K +$2.73K +19 New
RCAG
352
Rehmann Capital Advisory Group
Michigan
$2.29K +$717 +5 +45%
CA
353
Centerpoint Advisors
Massachusetts
$2K – – –
CCM
354
Cribstone Capital Management
Maine
$2K – – –
PWM
355
PRW Wealth Management
Massachusetts
$2K – – –
WAP
356
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
SWP
357
Strategic Wealth Partners
Ohio
$2K +$2.15K +15 New
PCP
358
Proficio Capital Partners
Massachusetts
$2K +$2.3K +16 New
SCM
359
Shelton Capital Management
Colorado
$1.93K -$237K -1,654 -86%
DWM
360
Destination Wealth Management
California
$1K -$7.32K -51 -93%
SIM
361
Sonora Investment Management
Arizona
$1K -$2.73K -19 -73%
GWM
362
Geneos Wealth Management
Colorado
$1K – – –
SWM
363
SeaCrest Wealth Management
New York
$1K – – –
GWS
364
Glassman Wealth Services
Virginia
$1K +$861 +6 New
VFA
365
Valeo Financial Advisors
Indiana
$1K +$861 +6 New
CFA
366
Camarda Financial Advisors
Florida
$1K +$1K +7 New
PCMK
367
Paragon Capital Management (Kansas)
Kansas
$1K +$1.15K +8 New
AIA
368
Alera Investment Advisors
Illinois
$1K +$1.29K +9 New
GSWM
369
Golden State Wealth Management
California
$1K +$1.44K +10 New
RCAMU
370
Rothschild & Co Asset Management US
Connecticut
– -$23.6M -169,687 Closed
AIA
371
Avalon Investment & Advisory
Texas
– -$11M -78,759 Closed
Victory Capital Management
372
Victory Capital Management
Texas
– -$10.2M -72,988 Closed
RBA
373
Richard Bernstein Advisors
New York
– -$4.38M -31,498 Closed
TI
374
Trexquant Investment
Connecticut
– -$2.88M -20,680 Closed
Point72 Asset Management
375
Point72 Asset Management
Connecticut
– -$1.77M -12,700 Closed