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Watsco Inc
WSO

Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
501
Armstrong Advisory Group
Massachusetts
$16.2K +$17.1K +65 New
CWC
502
Carolinas Wealth Consulting
North Carolina
$16K – – –
CT
503
Colonial Trust
South Carolina
$16K +$16.8K +64 New
WBC
504
West Branch Capital
Massachusetts
$15.7K – – –
LJHT
505
Laurie J. Hall Trustee
$15K – – –
PFA
506
Pathway Financial Advisers
Indiana
$14K +$14.7K +56 New
PA
507
PSI Advisors
Florida
$12.5K – – –
TWA
508
TCI Wealth Advisors
Arizona
$12K -$263 -1 -2%
AWM
509
Accurate Wealth Management
Florida
$11.1K +$10.8K +41 New
SWA
510
Sutton Wealth Advisors
Florida
$10.7K +$2.89K +11 +34%
JWA
511
JFS Wealth Advisors
Pennsylvania
$10.5K -$789 -3 -7%
LB
512
Legacy Bridge
Iowa
$9.98K – – –
MHR
513
Matthew Hamilton Rosenberg
$8.73K – – –
LC
514
Lindbrook Capital
California
$8.23K -$6.57K -25 -43%
ANBT
515
American National Bank & Trust
Texas
$8K – – –
AF
516
Advisornet Financial
Minnesota
$7.73K -$18.9K -72 -70%
AA
517
Ancora Advisors
Ohio
$7K +$1.84K +7 +33%
AWM
518
Atticus Wealth Management
Florida
$6.98K +$7.36K +28 New
SC
519
Schubert & Co
Texas
$6.73K -$526 -2 -7%
FSWA
520
Financial Synergies Wealth Advisors
Texas
$6.73K +$7.1K +27 New
GRP
521
Global Retirement Partners
California
$6.48K -$8.41K -32 -55%
FFA
522
Farther Finance Advisors
California
$6.48K +$6.84K +26 New
KFI
523
Key Financial Inc
Pennsylvania
$6.18K – – –
MWC
524
MBM Wealth Consultants
Missouri
$6K +$5.79K +22 New
BIA
525
Bell Investment Advisors
California
$5.99K – – –
19 20
21
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