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Watsco Inc
WSO

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
726
Broadwater Capital
Massachusetts
$23.7K -$5.06K -10 -17%
PA
727
PSI Advisors
Florida
$23.7K – – –
GFPC
728
Global Financial Private Client
Florida
$23.2K +$1.01K +2 +4%
NSIM
729
North Star Investment Management
Illinois
$22.3K +$23.8K +47 New
JWA
730
JFS Wealth Advisors
Pennsylvania
$21.8K – – –
RDIA
731
RE Dickinson Investment Advisors
Iowa
$21.1K – – –
MCM
732
Manchester Capital Management
Vermont
$20.4K +$5.57K +11 +34%
SC
733
Solstein Capital
California
$19.9K – – –
CIM
734
Contravisory Investment Management
Massachusetts
$19.4K – – –
APW
735
Aventura Private Wealth
Florida
$19.1K +$20.3K +40 New
LB
736
Legacy Bridge
Iowa
$19K – – –
ME
737
McIlrath & Eck
Washington
$19K – – –
ACM
738
Aster Capital Management
United Arab Emirates
$19K +$20.3K +40 New
LIS
739
Legacy Investment Solutions
Idaho
$18.6K – – –
LWMI
740
Legacy Wealth Management (Idaho)
Idaho
$18.6K – – –
WSFS
741
Wilmington Savings Fund Society
Delaware
$18.5K – – –
T
742
Transce3nd
Texas
$18K +$19.2K +38 New
FWM
743
FSA Wealth Management
Massachusetts
$18K – – –
PAM
744
Parvin Asset Management
South Dakota
$17.5K +$18.7K +37 New
SWM
745
Spire Wealth Management
Virginia
$16.8K +$7.6K +15 +75%
MSG
746
Main Street Group
Virginia
$16.6K – – –
MHR
747
Matthew Hamilton Rosenberg
$16.6K – – –
WWP
748
WR Wealth Planners
Missouri
$16.6K – – –
MAS
749
MPWM Advisory Solutions
Georgia
$16.1K +$17.2K +34 New
GA
750
GoalVest Advisory
New York
$15.6K -$25.8K -51 -61%
28 29
30
31 32