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Watsco Inc
WSO

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
451
Bartlett & Co Wealth Management
Ohio
$22.4K +$24.7K +94 New
AAP
452
Arax Advisory Partners
Colorado
$22K +$21.6K +82 +911%
BC
453
Bartlett & Co
Ohio
$22K +$24.7K +94 New
VCM
454
Vigilant Capital Management
Maine
$21K – – –
HI
455
Harbour Investments
Wisconsin
$21K +$23.4K +89 New
T
456
TOBAM
France
$19K – – –
DI
457
Disciplined Investments
Oklahoma
$19K +$5K +19 +32%
WTC
458
WhitTier Trust Company
Nevada
$19K +$13.9K +53 +189%
HDIM
459
Hanson & Doremus Investment Management
Vermont
$19K +$21.1K +80 New
IFAM
460
Institutional & Family Asset Management
Colorado
$18K – – –
CWP
461
Concord Wealth Partners
Virginia
$17K -$14.2K -54 -44%
WTA
462
Washington Trust Advisors
Massachusetts
$16K -$6.58K -25 -27%
HFA
463
HC Financial Advisors
California
$16K – – –
CWC
464
Carolinas Wealth Consulting
North Carolina
$15K – – –
WBC
465
West Branch Capital
Massachusetts
$15K – – –
WWM
466
Wolff Wiese Magana
California
$14K -$263 -1 -2%
LJHT
467
Laurie J. Hall Trustee
$14K – – –
TWA
468
TCI Wealth Advisors
Arizona
$14K +$12.4K +47 +392%
PA
469
PSI Advisors
Florida
$12K – – –
GRP
470
Global Retirement Partners
California
$12K +$1.05K +4 +9%
RTC
471
Riverview Trust Company
Washington
$12K +$13.7K +52 New
MIM
472
Macroview Investment Management
Maryland
$11K +$12.4K +47 New
AF
473
Allworth Financial
California
$11K +$12.6K +48 New
SWM
474
Spire Wealth Management
Virginia
$10K -$6.84K -26 -38%
LB
475
Legacy Bridge
Iowa
$10K – – –
17 18
19
20 21