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Watsco Inc
WSO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
651
Baldwin Wealth Partners
Massachusetts
$139K +$457 +1 +0.3%
YDMI
652
Y.D. More Investments
Israel
$139K +$9.14K +20 +7%
GGI
653
Godsey & Gibb Inc
Virginia
$132K +$131K +286 New
MG
654
Mather Group
Illinois
$127K +$12.3K +27 +10%
GM
655
GeoWealth Management
Illinois
$121K +$119K +261 New
GI
656
Gradient Investments
Minnesota
$108K +$107K +234 New
CWM
657
Cedar Wealth Management
California
$107K – – –
CA
658
Continuum Advisory
Idaho
$106K – – –
RFS
659
Richardson Financial Services
Massachusetts
$104K -$9.14K -20 -8%
HPC
660
HM Payson & Co
Maine
$104K – – –
TCOV
661
Trust Company of Vermont
Vermont
$103K – – –
AIC
662
Archer Investment Corporation
Indiana
$100K +$9.6K +21 +11%
MWM
663
Mascoma Wealth Management
New Hampshire
$97.3K +$96K +210 New
BTI
664
Blue Trust Inc
Georgia
$95K +$46.6K +102 +86%
WT
665
Whittier Trust
California
$91.7K – – –
WTC
666
WhitTier Trust Company
Nevada
$91.7K +$50.7K +111 +128%
PTC
667
Private Trust Company
Ohio
$85.7K -$3.2K -7 -4%
LFA
668
LGT Financial Advisors
Texas
$80K -$160K -350 -67%
JWM
669
Janiczek Wealth Management
Colorado
$75.5K – – –
CFD
670
Creative Financial Designs
Indiana
$67.2K +$61.7K +135 +1,350%
RMC
671
Resources Management Corp
Connecticut
$65K – – –
ATPW
672
Ashton Thomas Private Wealth
Arizona
$61.1K +$60.3K +132 New
GRP
673
Global Retirement Partners
California
$56.5K +$28.3K +62 +103%
FAM
674
Fred Alger Management
New York
$53.7K -$2.43M -5,315 -98%
RA
675
Ransom Advisory
Rhode Island
$50K +$49.4K +108 New
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