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Watsco Inc
WSO

Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
726
West Branch Capital
Massachusetts
$32K – – –
AAG
727
Armstrong Advisory Group
Massachusetts
$30.8K – – –
FPB
728
First PREMIER Bank
South Dakota
$30K – – –
PWA
729
Physician Wealth Advisors
Utah
$29.5K +$986 +2 +4%
RF
730
Rossby Financial
Florida
$29.2K +$31.5K +64 New
CHC
731
City Holding Co
West Virginia
$29K +$28.1K +57 New
TH
732
TCTC Holdings
Texas
$28.5K +$14.8K +30 +115%
GFPC
733
Global Financial Private Client
Florida
$26.9K +$1.97K +4 +8%
BWL
734
Bogart Wealth LLC
Virginia
$25.9K -$1.48K -3 -6%
WA
735
WPG Advisers
Maryland
$25.4K -$4.93K -10 -17%
BC
736
Broadwater Capital
Massachusetts
$25.4K – – –
PA
737
PSI Advisors
Florida
$25.4K – – –
MIM
738
Manitou Investment Management
Ontario, Canada
$25.4K +$24.6K +50 New
OWA
739
Opal Wealth Advisors
New York
$24.9K +$24.2K +49 New
JWA
740
JFS Wealth Advisors
Pennsylvania
$23.9K +$493 +1 +2%
KIM
741
Kestra Investment Management
Texas
$23.9K +$10.8K +22 +88%
NSIM
742
North Star Investment Management
Illinois
$23.9K – – –
HWM
743
Hemington Wealth Management
Virginia
$22K +$5.92K +12 +36%
CFO
744
CVA Family Office
Colorado
$21.9K +$6.41K +13 +43%
SC
745
Solstein Capital
California
$21.3K – – –
APW
746
Aventura Private Wealth
Florida
$20.6K – – –
LB
747
Legacy Bridge
Iowa
$20.3K – – –
LWMI
748
Legacy Wealth Management (Idaho)
Idaho
$20.3K – – –
ME
749
McIlrath & Eck
Washington
$20.3K – – –
FWM
750
FSA Wealth Management
Massachusetts
$19.4K – – –
28 29
30
31 32