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Watsco Inc
WSO

Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
726
Wilmington Savings Fund Society
Delaware
$19.2K +$18.7K +39 New
FWM
727
FSA Wealth Management
Massachusetts
$18.6K +$18.3K +38 New
MSG
728
Main Street Group
Virginia
$17.2K – – –
MHR
729
Matthew Hamilton Rosenberg
$17.2K – – –
WWP
730
WR Wealth Planners
Missouri
$17.2K +$3.85K +8 +30%
BCMLT
731
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.7K +$16.3K +34 New
MCM
732
Manchester Capital Management
Vermont
$15.7K -$961 -2 -6%
CFO
733
CVA Family Office
Colorado
$14.3K +$5.29K +11 +61%
BIA
734
Bell Investment Advisors
California
$12.8K – – –
FFO
735
Fortitude Family Office
Arizona
$12.3K +$5.77K +12 +92%
CCA
736
Criterion Capital Advisors
Tennessee
$12K – – –
GGI
737
Godsey & Gibb Inc
Virginia
$11.8K -$126K -262 -92%
PWMG
738
Private Wealth Management Group
New Jersey
$11.8K – – –
HWM
739
Hemington Wealth Management
Virginia
$11K +$12K +25 New
TWC
740
TD Waterhouse Canada
Ontario, Canada
$10.4K – – –
AF
741
Advisornet Financial
Minnesota
$10.3K -$3.37K -7 -25%
AA
742
Ancora Advisors
Ohio
$10.3K – – –
NIC
743
Northwest Investment Counselors
Oregon
$10.3K +$10.1K +21 New
ST
744
Smithfield Trust
Pennsylvania
$10K – – –
SWM
745
Spire Wealth Management
Virginia
$9.84K -$10.6K -22 -52%
BCWM
746
Bartlett & Co Wealth Management
Ohio
$9.84K – – –
DJSG
747
D.J. St. Germain
Massachusetts
$9.84K – – –
APC
748
Aspire Private Capital
North Carolina
$8.85K – – –
PCWA
749
Pacific Capital Wealth Advisors
California
$8.85K – – –
MSWM
750
Mowery & Schoenfeld Wealth Management
Illinois
$8.85K +$8.65K +18 New
28 29
30
31 32