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Watsco Inc
WSO

Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
676
West Branch Capital
Massachusetts
$17.1K – – –
LB
677
Legacy Bridge
Iowa
$16.7K – – –
BWL
678
Bogart Wealth LLC
Virginia
$16.7K – – –
EP
679
Essential Partners
California
$16.7K +$13.7K +34 +567%
JWA
680
JFS Wealth Advisors
Pennsylvania
$15K +$1.21K +3 +9%
VERPA
681
Virginia Estate & Retirement Planning Advisors
Virginia
$15K +$14.5K +36 New
MSG
682
Main Street Group
Virginia
$14.6K – – –
SNBOSD
683
Security National Bank of So Dak
Iowa
$14.6K +$14.1K +35 New
OC
684
Oakworth Capital
Alabama
$14.2K – – –
WAS
685
Winch Advisory Services
Wisconsin
$12.6K – – –
HFM
686
Hartford Financial Management
Connecticut
$12.5K -$13.7K -34 -53%
FMII
687
Farmers & Merchants Investments Inc
Nebraska
$12.5K -$11.3K -28 -48%
BC
688
Broadwater Capital
Massachusetts
$12.5K – – –
GWM
689
Geneos Wealth Management
Colorado
$12.5K – – –
WA
690
WPG Advisers
Maryland
$12.5K +$402 +1 +3%
IWM
691
IMG Wealth Management
Florida
$12.1K – – –
MAM
692
Meeder Asset Management
Ohio
$12.1K +$2.01K +5 +21%
ZBNA
693
Zions Bancorporation, National Association
Utah
$12.1K +$4.82K +12 +71%
GXJ
694
Global X Japan
Japan
$11.7K +$11.3K +28 New
SIC
695
SJS Investment Consulting
Ohio
$10.8K +$6.83K +17 +189%
NFSG
696
Newbridge Financial Services Group
Florida
$10.4K – – –
AWM
697
Activest Wealth Management
Florida
$10.4K +$10K +25 New
CA
698
Crewe Advisors
Utah
$10K +$8.04K +20 +500%
CT
699
Clearstead Trust
Maine
$8.75K – – –
Q1WB
700
Quest 10 Wealth Builders
Virginia
$8.75K -$2.01K -5 -19%
26 27
28
29 30