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Watsco Inc

Name Holding Trade Value Shares
Change
Change in
Stake
AIS
701
Advocate Investing Services
Maryland
$8.75K – – –
BFP
702
Birchwood Financial Partners
Minnesota
$8.75K – – –
FFO
703
Fortitude Family Office
Arizona
$8.34K -$804 -2 -9%
BCWM
704
Bartlett & Co Wealth Management
Ohio
$8.34K – – –
ST
705
Smithfield Trust
Pennsylvania
$8K – – –
AF
706
Advisornet Financial
Minnesota
$7.92K -$3.62K -9 -32%
TFA
707
Transamerica Financial Advisors
Florida
$7.92K +$1.21K +3 +19%
SWM
708
SHP Wealth Management
Massachusetts
$7.9K – – –
GWS
709
Greykasell Wealth Strategies
California
$7.5K – – –
MHR
710
Matthew Hamilton Rosenberg
$7.5K – – –
NWMP
711
Noble Wealth Management PBC
Colorado
$7.5K – – –
HWP
712
Highline Wealth Partners
California
$7.08K +$6.83K +17 New
SWP
713
Strategic Wealth Partners
Ohio
$6.67K -$804 -2 -11%
APFP
714
Action Point Financial Planning
Michigan
$6.67K +$6.83K +17 New
FLP
715
Financial Life Planners
Arizona
$6.64K – – –
AA
716
Ancora Advisors
Ohio
$6.25K – – –
BIA
717
Bell Investment Advisors
California
$6.25K – – –
TCM
718
TD Capital Management
Tennessee
$6.12K – – –
NF
719
Napier Financial
Massachusetts
$5.83K – – –
CCWM
720
Cassaday & Co Wealth Management
Virginia
$5.42K – – –
EWP
721
Elevation Wealth Partners
California
$5.42K +$1.21K +3 +30%
HNW
722
High Note Wealth
Minnesota
$5.42K -$402 -1 -7%
LSA
723
Leonteq Securities AG
Switzerland
$5K – – –
MAS
724
MPWM Advisory Solutions
Georgia
$5K – – –
BFS
725
Bare Financial Services
Pennsylvania
$5K +$4.42K +11 +1,100%