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Watsco Inc

Name Holding Trade Value Shares
Change
Change in
Stake
GLLW
401
Graves Light Lenhart Wealth
Virginia
$58K – – –
OSAM
402
O'Shaughnessy Asset Management
Connecticut
$57K +$10.3K +36 +22%
APA
403
American Portfolios Advisors
New York
$55.9K +$4.01K +14 +8%
PCG
404
Private Capital Group
Connecticut
$51K -$1.43K -5 -3%
IA
405
IFP Advisors
Florida
$49K – – –
HPC
406
HM Payson & Co
Maine
$46K -$55K -192 -54%
RMC
407
Resources Management Corp
Connecticut
$43K – – –
MHR
408
Matthew Hamilton Rosenberg
$40K +$39.8K +139 New
WP
409
WealthShield Partners
North Carolina
$36K – – –
EFSCE
410
Enterprise Financial Services Corp (EFSC)
Missouri
$34K +$1.43K +5 +4%
AF
411
Advisornet Financial
Minnesota
$33K – – –
CWP
412
Concord Wealth Partners
Virginia
$32K – – –
GA
413
GoalVest Advisory
New York
$30K – – –
GAM
414
Gemmer Asset Management
California
$29K – – –
CCM
415
Covington Capital Management
California
$29K +$28.6K +100 New
QCG
416
Quadrant Capital Group
Ohio
$26K +$1.15K +4 +5%
ST
417
Sageworth Trust
Pennsylvania
$26K +$25.8K +90 New
FPS
418
Fieldpoint Private Securities
Connecticut
$22K – – –
IFAM
419
Institutional & Family Asset Management
Colorado
$22K – – –
SWM
420
Spire Wealth Management
Virginia
$20K – – –
FWM
421
FFT Wealth Management
Pennsylvania
$20K +$20.3K +71 New
HFA
422
HC Financial Advisors
California
$19K – – –
CWC
423
Carolinas Wealth Consulting
North Carolina
$18K – – –
WBC
424
West Branch Capital
Massachusetts
$18K +$18K +63 New
LJHT
425
Laurie J. Hall Trustee
$17K – – –