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Watsco Inc
WSO

Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
676
Cullen/Frost Bankers
Texas
$21.6K -$6.43K -16 -24%
PA
677
PSI Advisors
Florida
$21.6K – – –
GFPC
678
Global Financial Private Client
Florida
$20.4K – – –
SWM
679
Spire Wealth Management
Virginia
$19.8K +$1.61K +4 +10%
MSG
680
Main Street Group
Virginia
$19.5K – – –
JWA
681
JFS Wealth Advisors
Pennsylvania
$19.4K – – –
RDIA
682
RE Dickinson Investment Advisors
Iowa
$19K +$402 +1 +2%
SC
683
Solstein Capital
California
$18.1K – – –
TIM
684
Tortoise Investment Management
New York
$18.1K +$16.9K +42 New
LB
685
Legacy Bridge
Iowa
$17.3K – – –
AIM
686
Anchor Investment Management
South Carolina
$16.4K – – –
CA
687
Clearstead Advisors
Ohio
$16.3K +$3.21K +8 +31%
FWM
688
FSA Wealth Management
Massachusetts
$16.1K – – –
AF
689
Advisornet Financial
Minnesota
$15.6K -$611K -1,520 -98%
BWL
690
Bogart Wealth LLC
Virginia
$15.6K -$803 -2 -5%
MHR
691
Matthew Hamilton Rosenberg
$15.2K – – –
CCA
692
Criterion Capital Advisors
Tennessee
$15.1K -$3.62K -9 -20%
SIS
693
Sound Income Strategies
Florida
$15.1K – – –
WWP
694
WR Wealth Planners
Missouri
$14.3K +$13.3K +33 New
IFAM
695
Institutional & Family Asset Management
Colorado
$13.4K – – –
FSWA
696
Financial Synergies Wealth Advisors
Texas
$11.7K – – –
BIA
697
Bell Investment Advisors
California
$11.2K – – –
TWC
698
TD Waterhouse Canada
Ontario, Canada
$11.1K – – –
LFG
699
Larson Financial Group
Missouri
$10.8K -$21.3K -53 -68%
VCM
700
Versant Capital Management
Arizona
$10.8K – – –
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