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Watsco Inc
WSO

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
726
Salem Investment Counselors
North Carolina
$4.45K +$4.7K +11 New
HNW
727
High Note Wealth
Minnesota
$4.45K -$428 -1 -8%
GBT
728
Grove Bank & Trust
Florida
$4.45K – – –
SS
729
SBI Securities
Japan
$4.45K +$3.85K +9 +450%
GFWA
730
Grey Fox Wealth Advisors
Delaware
$4.45K +$4.7K +11 New
CT
731
Clearstead Trust
Maine
$4.04K -$2.14K -5 -33%
FCAS
732
First Command Advisory Services
Texas
$4.04K +$4.28K +10 New
TFA
733
Transamerica Financial Advisors
Florida
$4.04K +$4.28K +10 New
CWM
734
Copia Wealth Management
Oregon
$3.23K – – –
ETS
735
ESL Trust Services
New York
$3.23K +$3.42K +8 New
LFA
736
LGT Financial Advisors
Texas
$3.18K – – –
BDPWM
737
Barnes Dennig Private Wealth Management
Ohio
$2.83K – – –
MAM
738
Meeder Asset Management
Ohio
$2.83K +$428 +1 +17%
TIM
739
Tortoise Investment Management
New York
$2.83K +$1.71K +4 +133%
DPW
740
DiNuzzo Private Wealth
Pennsylvania
$2.42K – – –
AGWCA
741
Annis Gardner Whiting Capital Advisors
Florida
$2.02K -$4.28K -10 -67%
FPF
742
First Pacific Financial
Washington
$2.02K – – –
OCM
743
Orion Capital Management
California
$2.02K – – –
TWD
744
True Wealth Design
Ohio
$2.02K +$428 +1 +25%
CCM
745
Cloud Capital Management
Washington
$2K +$2.57K +6 New
CA
746
Crewe Advisors
Utah
$1.62K – – –
PG
747
Proffitt & Goodson
Tennessee
$1.62K +$1.71K +4 New
BGAI
748
Bruce G. Allen Investments
Colorado
$1.62K -$428 -1 -20%
WPA
749
Wealth Preservation Advisors
Tennessee
$1.62K +$855 +2 +100%
AP
750
Aspect Partners
Virginia
$1.62K +$1.71K +4 New
28 29
30
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