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Watsco Inc
WSO

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
601
Insigneo Advisory Services
Florida
$295K +$18.2K +37 +7%
NC
602
Napatree Capital
Rhode Island
$293K – – –
PFBT
603
Parkside Financial Bank & Trust
Missouri
$291K +$14.3K +29 +5%
FHA
604
First Horizon Advisors
Tennessee
$290K +$12.3K +25 +5%
DWM
605
Dakota Wealth Management
Florida
$288K -$91.7K -186 -25%
PFS
606
Prospect Financial Services
New York
$285K – – –
YIH
607
Y-Intercept (HK)
Hong Kong
$284K -$1.16M -2,356 -81%
LT
608
Legacy Trust
Michigan
$283K -$11.8K -24 -4%
HCMT
609
Highland Capital Management (Tennessee)
Tennessee
$282K +$273K +554 New
AAM
610
Aureus Asset Management
Massachusetts
$280K – – –
FFO
611
Fiduciary Family Office
Florida
$280K +$272K +551 New
SF
612
Summit Financial
New Jersey
$280K -$78.4K -159 -22%
ATPW
613
Ashton Thomas Private Wealth
Arizona
$280K +$2.96K +6 +1%
AGP
614
Autumn Glory Partners
Texas
$279K – – –
CSPIA
615
Cary Street Partners Investment Advisory
Virginia
$275K +$9.37K +19 +4%
CWM
616
Cordatus Wealth Management
Pennsylvania
$274K +$9.86K +20 +4%
FFM
617
Forum Financial Management
Illinois
$274K +$17.3K +35 +7%
IAIM
618
International Assets Investment Management
Florida
$270K +$1.97K +4 +0.8%
IAA
619
Independent Advisor Alliance
North Carolina
$268K +$31.1K +63 +14%
OIA
620
OneDigital Investment Advisors
Kansas
$266K +$258K +523 New
SF
621
Synovus Financial
Georgia
$265K +$14.3K +29 +6%
BCG
622
Breakwater Capital Group
New Jersey
$264K +$14.3K +29 +6%
VA
623
VestGen Advisors
Illinois
$263K +$255K +518 New
WC
624
Woodstock Corp
Massachusetts
$263K -$77.9K -158 -23%
SIM
625
Stratos Investment Management
Ohio
$263K +$36.5K +74 +17%
23 24
25
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