We are live on ! Find out more
WSO icon

Watsco Inc

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
351
Meeder Asset Management
Ohio
$4K -$169 -1 -3%
EARNEST Partners
352
EARNEST Partners
Georgia
$4K
KFI
353
Key Financial Inc
Pennsylvania
$4K +$4.05K +24 New
ETC
354
Exchange Traded Concepts
Oklahoma
$4K +$4.22K +25 New
VCM
355
Versant Capital Management
Arizona
$3K
APWM
356
Atlas Private Wealth Management
New York
$3K +$169 +1 +5%
AWA
357
Arkadios Wealth Advisors
Georgia
$2.76K
GFPC
358
Global Financial Private Client
Florida
$2.53K
AssetMark Inc
359
AssetMark Inc
California
$2K -$1.01K -6 -33%
Bessemer Group
360
Bessemer Group
New Jersey
$2K -$1.01K -6 -30%
WAP
361
Wealthcare Advisory Partners
Pennsylvania
$2K
BCM
362
Bourgeon Capital Management
Connecticut
$2K +$1.69K +10 New
TC
363
Truvestments Capital
Florida
$2K +$2.36K +14 New
GWM
364
Geneos Wealth Management
Colorado
$1K -$33.8K -200 -95%
LWM
365
Liberty Wealth Management
California
$1K
VFA
366
Valeo Financial Advisors
Indiana
$1K
GWS
367
Glassman Wealth Services
Virginia
$1K +$169 +1 +17%
BC
368
Bartlett & Co
Ohio
$1K +$1.01K +6 New
AP
369
Arlington Partners
Alabama
$1K +$1.35K +8 New
SIM
370
Sonora Investment Management
Arizona
$1K +$1.52K +9 New
BCWM
371
Bartlett & Co Wealth Management
Ohio
$948 +$507 +3 +100%
CSIA
372
Charles Schwab Investment Advisory
California
-$131M -729,223 Closed
FMI
373
Fiduciary Management Inc
Wisconsin
-$48.8M -270,877 Closed
FAM
374
Fenimore Asset Management
New York
-$7.28M -40,435 Closed
Pacer Advisors
375
Pacer Advisors
Pennsylvania
-$1.99M -11,032 Closed