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Watsco Inc
WSO

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
401
WealthShield Partners
North Carolina
$33K +$31.1K +126 New
AF
402
Advisornet Financial
Minnesota
$30K – – –
EFSCE
403
Enterprise Financial Services Corp (EFSC)
Missouri
$29K +$740 +3 +3%
CWP
404
Concord Wealth Partners
Virginia
$29K +$27.6K +112 New
GA
405
GoalVest Advisory
New York
$27K – – –
GAM
406
Gemmer Asset Management
California
$26K – – –
QCG
407
Quadrant Capital Group
Ohio
$22K +$2.96K +12 +16%
FPS
408
Fieldpoint Private Securities
Connecticut
$21K – – –
IFAM
409
Institutional & Family Asset Management
Colorado
$20K -$3.94K -16 -17%
HNB
410
Huntington National Bank
Ohio
$18K -$2.22K -9 -12%
SWM
411
Spire Wealth Management
Virginia
$18K +$17.3K +70 New
CWC
412
Carolinas Wealth Consulting
North Carolina
$17K – – –
HFA
413
HC Financial Advisors
California
$17K – – –
RFA
414
Reilly Financial Advisors
California
$17K +$1.73K +7 +12%
LJHT
415
Laurie J. Hall Trustee
$16K – – –
VFA
416
Valeo Financial Advisors
Indiana
$15K +$986 +4 +7%
DAM
417
Delta Asset Management
Tennessee
$13K +$12.3K +50 New
SIM
418
Sonora Investment Management
Arizona
$11K +$1.73K +7 +21%
PCIA
419
Prime Capital Investment Advisors
Kansas
$11K +$10.1K +41 New
CFA
420
Carroll Financial Associates
North Carolina
$10K – – –
CA
421
Crewe Advisors
Utah
$10K – – –
LB
422
Legacy Bridge
Iowa
$10K – – –
SIC
423
Salem Investment Counselors
North Carolina
$10K +$9.62K +39 New
NFG
424
Next Financial Group
Texas
$9K -$322K -1,305 -97%
VCM
425
Versant Capital Management
Arizona
$9K +$3.21K +13 +62%
15 16
17
18 19