We are live on ! Find out more
WSO icon

Watsco Inc
WSO

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
601
Tradition Wealth Management
Minnesota
$276K +$961 +2 +0.4%
SFA
602
Sequoia Financial Advisors
Ohio
$272K +$2.4K +5 +0.9%
AAM
603
Aureus Asset Management
Massachusetts
$271K – – –
ASN
604
Advisory Services Network
Georgia
$270K – – –
NRD
605
Nebula Research & Development
New York
$267K +$261K +542 New
EWA
606
EP Wealth Advisors
California
$265K +$259K +539 New
FIM
607
Freedom Investment Management
Connecticut
$264K -$12K -25 -4%
CAG
608
Crestwood Advisors Group
Massachusetts
$263K -$14.9K -31 -5%
IA
609
IFP Advisors
Florida
$262K -$27.4K -57 -10%
NCM
610
Northside Capital Management
Oregon
$260K – – –
SFI
611
Siemens Fonds Invest
Germany
$256K +$163K +340 +34%
CWM
612
Cordatus Wealth Management
Pennsylvania
$253K -$961 -2 -0.4%
OR
613
Olympiad Research
Connecticut
$252K +$247K +513 New
PCM
614
Prelude Capital Management
New York
$252K +$247K +513 New
FHA
615
First Horizon Advisors
Tennessee
$252K +$18.3K +38 +8%
KF
616
KKM Financial
Illinois
$250K +$244K +508 New
LI
617
LRI Investments
Florida
$248K -$16.8K -35 -7%
SI
618
Seeds Investor
New York
$248K -$267K -556 -52%
FFM
619
Forum Financial Management
Illinois
$248K +$481 +1 +0.2%
BFC
620
Bedel Financial Consulting
Indiana
$246K – – –
RWA
621
River Wealth Advisors
Pennsylvania
$246K +$3.85K +8 +2%
SF
622
Summit Financial
New Jersey
$245K +$30.8K +64 +15%
BTI
623
Blue Trust Inc
Georgia
$244K +$148K +307 +140%
1IA
624
1834 Investment Advisors
Wisconsin
$243K -$55.8K -116 -19%
SF
625
Synovus Financial
Georgia
$242K -$2.88K -6 -1%
23 24
25
26 27