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Watsco Inc
WSO

Name Holding Trade Value Shares
Change 		Change in
Stake
HAG
601
HighPoint Advisor Group
Illinois
$264K +$284K +560 New
GS
602
GTS Securities
Florida
$264K +$282K +557 New
AAM
603
Aureus Asset Management
Massachusetts
$261K – – –
AGP
604
Autumn Glory Partners
Texas
$260K -$416K -821 -60%
ATPW
605
Ashton Thomas Private Wealth
Arizona
$258K +$276K +544 New
FHA
606
First Horizon Advisors
Tennessee
$258K +$16.2K +32 +6%
PFBT
607
Parkside Financial Bank & Trust
Missouri
$258K -$20.3K -40 -7%
IAS
608
Insigneo Advisory Services
Florida
$257K -$13.2K -26 -5%
GI
609
GAMMA Investing
California
$253K +$21.8K +43 +9%
NCM
610
Northside Capital Management
Oregon
$250K – – –
CG
611
Caprock Group
Idaho
$249K +$266K +526 New
GWM
612
Gibbs Wealth Management
Georgia
$248K +$58.7K +116 +28%
CSPIA
613
Cary Street Partners Investment Advisory
Virginia
$247K -$535K -1,056 -67%
IAIM
614
International Assets Investment Management
Florida
$247K -$118M -233,116 -100%
CWM
615
Cordatus Wealth Management
Pennsylvania
$246K +$2.53K +5 +1%
QCG
616
Quadrant Capital Group
Ohio
$245K -$31.4K -62 -11%
PCH
617
PGIM Custom Harvest
New Jersey
$245K +$261K +516 New
SI
618
Sava Infond
Slovenia
$244K +$261K +515 New
KF
619
KKM Financial
Illinois
$241K – – –
SI
620
Seeds Investor
New York
$239K – – –
FFM
621
Forum Financial Management
Illinois
$239K – – –
RWA
622
River Wealth Advisors
Pennsylvania
$238K +$1.01K +2 +0.4%
BFC
623
Bedel Financial Consulting
Indiana
$237K – – –
AIM
624
Aigen Investment Management
New York
$237K -$322K -635 -56%
1IA
625
1834 Investment Advisors
Wisconsin
$235K – – –
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