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Watsco Inc

Name Holding Trade Value Shares
Change
Change in
Stake
AW
401
Alpha Windward
Massachusetts
$14K -$8.56K -38 -38%
LJHT
402
Laurie J. Hall Trustee
$14K +$13.5K +60 New
RFA
403
Reilly Financial Advisors
California
$13K – – –
VFA
404
Valeo Financial Advisors
Indiana
$13K +$9.01K +40 +267%
PO
405
Private Ocean
California
$13K +$12.2K +54 New
FCH
406
Freestone Capital Holdings
Washington
$10K +$9.69K +43 New
CFA
407
Carroll Financial Associates
North Carolina
$10K – – –
JFGIW
408
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9K – – –
LB
409
Legacy Bridge
Iowa
$9K – – –
CA
410
Crewe Advisors
Utah
$9K +$8.34K +37 New
Carson Wealth (CWM LLC)
411
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
PMFA
412
Plante Moran Financial Advisors
Michigan
$8K +$7.88K +35 New
RIM
413
Rockbridge Investment Management
New York
$7K – – –
FFC
414
First Financial Corp
Indiana
$7K +$5.63K +25 +417%
APWM
415
Atlas Private Wealth Management
New York
$5K – – –
CAW
416
Cornerstone Advisors (Washington)
Washington
$5K – – –
EARNEST Partners
417
EARNEST Partners
Georgia
$5K – – –
PFS
418
Prospera Financial Services
Texas
$5K +$4.28K +19 New
ST
419
Smithfield Trust
Pennsylvania
$5K +$4.5K +20 New
GWS
420
Glassman Wealth Services
Virginia
$4K – – –
VCM
421
Versant Capital Management
Arizona
$4K – – –
APC
422
Aspire Private Capital
North Carolina
$4K +$4.05K +18 New
GFPC
423
Global Financial Private Client
Florida
$3.71K – – –
Bessemer Group
424
Bessemer Group
New Jersey
$3K – – –
PG
425
Proffitt & Goodson
Tennessee
$3K – – –