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Watsco Inc

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
576
Beaumont Financial Advisors
Massachusetts
$225K +$204K +526 New
CCA
577
Cottonwood Capital Advisors
Utah
$222K +$201K +519 New
SW
578
SVB Wealth
Massachusetts
$222K -$22.5K -58 -10%
Vontobel Holding
579
Vontobel Holding
Switzerland
$217K +$196K +507 New
FFM
580
Forum Financial Management
Illinois
$215K +$194K +502 New
TWP
581
Tower Wealth Partners
Pennsylvania
$215K +$194K +502 New
BFC
582
Bedel Financial Consulting
Indiana
$214K +$194K +500 New
SF
583
Synovus Financial
Georgia
$213K +$192K +496 New
BBW
584
Blue Barn Wealth
Utah
$211K +$191K +492 New
IWN
585
Independent Wealth Network
Iowa
$209K -$44.2K -114 -19%
MIM
586
MTM Investment Management
South Carolina
$207K +$188K +484 New
FLPIM
587
F.L. Putnam Investment Management
Massachusetts
$207K +$187K +483 New
Wealthfront Advisers
588
Wealthfront Advisers
California
$206K +$186K +480 New
IAIM
589
International Assets Investment Management
Florida
$205K +$186K +479 New
CAG
590
Crestwood Advisors Group
Massachusetts
$205K +$186K +479 New
LAS
591
Lloyd Advisory Services
Georgia
$203K -$503K -1,297 -73%
ASN
592
Advisory Services Network
Georgia
$202K -$23.6K -61 -11%
HAG
593
HighPoint Advisor Group
Illinois
$201K +$181K +467 New
IC
594
IEQ Capital
California
$200K -$26.7K -69 -13%
FHA
595
First Horizon Advisors
Tennessee
$195K +$6.97K +18 +4%
PFBT
596
Parkside Financial Bank & Trust
Missouri
$191K +$14.3K +37 +9%
EBA
597
Eagle Bay Advisors
New York
$185K +$72.1K +186 +76%
AssetMark Inc
598
AssetMark Inc
California
$183K -$324K -835 -66%
CT
599
Colonial Trust
South Carolina
$177K +$43.8K +113 +38%
GWM
600
Geneos Wealth Management
Colorado
$174K -$54.6K -141 -26%