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Watsco Inc
WSO

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
701
JFS Wealth Advisors
Pennsylvania
$20.8K – – –
RDIA
702
RE Dickinson Investment Advisors
Iowa
$20.4K – – –
SWM
703
Spire Wealth Management
Virginia
$19.5K -$1.83K -4 -9%
SC
704
Solstein Capital
California
$19.5K – – –
CIM
705
Contravisory Investment Management
Massachusetts
$19K -$8.69K -19 -32%
ME
706
McIlrath & Eck
Washington
$18.5K -$16.5K -36 -47%
LB
707
Legacy Bridge
Iowa
$18.5K – – –
IC
708
Innealta Capital
Texas
$18.1K +$17.8K +39 New
AIM
709
Anchor Investment Management
South Carolina
$17.6K – – –
SIM
710
Studio Investment Management
Illinois
$17.6K +$17.4K +38 New
BWL
711
Bogart Wealth LLC
Virginia
$16.7K – – –
MSG
712
Main Street Group
Virginia
$16.2K -$4.57K -10 -22%
MHR
713
Matthew Hamilton Rosenberg
$16.2K – – –
MCM
714
Manchester Capital Management
Vermont
$15.8K +$15.5K +34 New
LFG
715
Larson Financial Group
Missouri
$14.4K +$2.74K +6 +24%
SIS
716
Sound Income Strategies
Florida
$13.4K -$2.74K -6 -17%
AF
717
Advisornet Financial
Minnesota
$13K -$3.66K -8 -22%
O
718
Ossiam
France
$13K +$12.8K +28 New
WWP
719
WR Wealth Planners
Missouri
$12.5K -$2.74K -6 -18%
CCA
720
Criterion Capital Advisors
Tennessee
$12K -$4.11K -9 -26%
BIA
721
Bell Investment Advisors
California
$12K – – –
KFI
722
Key Financial Inc
Pennsylvania
$12K +$914 +2 +8%
MAM
723
Meeder Asset Management
Ohio
$12K +$7.77K +17 +189%
TWP
724
Triad Wealth Partners
Kansas
$12K +$11.9K +26 New
VCM
725
Versant Capital Management
Arizona
$11.6K – – –
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