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Watsco Inc

Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
351
Institutional & Family Asset Management
Colorado
$13K – – –
TSW
352
Thompson Siegel & Walmsley
Virginia
$13K – – –
PW
353
Price Wealth
Texas
$13K +$12.8K +73 New
RFA
354
Reilly Financial Advisors
California
$11K +$879 +5 +9%
CFB
355
Cullen/Frost Bankers
Texas
$11K +$11.1K +63 New
CFA
356
Carroll Financial Associates
North Carolina
$10K -$5.45K -31 -34%
IA
357
IFP Advisors
Florida
$10K +$1.23K +7 +14%
S
358
SignatureFD
Georgia
$9K – – –
TFGT
359
TS Financial Group (TSFG)
Illinois
$9K – – –
OPS
360
Orion Portfolio Solutions
Nebraska
$9K +$8.79K +50 New
PA
361
PSI Advisors
Florida
$9K +$8.79K +50 New
Carson Wealth (CWM LLC)
362
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
Simplex Trading
363
Simplex Trading
Illinois
$8K +$7.92K +45 New
JFGIW
364
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K – – –
PAM
365
Panagora Asset Management
Massachusetts
$7K – – –
VCM
366
Vigilant Capital Management
Maine
$6K +$6.16K +35 New
MAM
367
Meeder Asset Management
Ohio
$5K -$105K -599 -95%
TWA
368
TCI Wealth Advisors
Arizona
$5K +$528 +3 +13%
ACM
369
Allred Capital Management
Texas
$4.86K +$4.75K +27 New
EARNEST Partners
370
EARNEST Partners
Georgia
$4K – – –
Bessemer Group
371
Bessemer Group
New Jersey
$4K +$2.46K +14 +233%
APWM
372
Atlas Private Wealth Management
New York
$4K +$3.52K +20 New
AWA
373
Arkadios Wealth Advisors
Georgia
$3.04K +$2.99K +17 New
VCM
374
Versant Capital Management
Arizona
$3K -$2.81K -16 -43%
AssetMark Inc
375
AssetMark Inc
California
$3K – – –