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Watsco Inc
WSO

Name Holding Trade Value Shares
Change 		Change in
Stake
HBW
751
Hazlett, Burt & Watson
West Virginia
$5K +$4.57K +10 New
FWA
752
FSC Wealth Advisors
New York
$4.63K +$4.57K +10 New
S
753
Sachetta
Massachusetts
$3.85K +$2.29K +5 +167%
SIC
754
SJS Investment Consulting
Ohio
$3.71K – – –
AFWM
755
Abich Financial Wealth Management
Virginia
$3.24K -$5.94K -13 -65%
RAM
756
Riggs Asset Management
Pennsylvania
$3.24K – – –
EWP
757
Elevation Wealth Partners
California
$3.24K +$3.2K +7 New
DPW
758
DiNuzzo Private Wealth
Pennsylvania
$2.78K +$457 +1 +20%
QC
759
Quent Capital
New York
$2.36K – – –
HCP
760
Hexagon Capital Partners
Arkansas
$2.32K – – –
OCM
761
Orion Capital Management
California
$2.32K – – –
BGAI
762
Bruce G. Allen Investments
Colorado
$1.85K – – –
CA
763
Crewe Advisors
Utah
$1.85K +$1.83K +4 New
VWM
764
Valley Wealth Managers
New Jersey
$1.85K +$1.83K +4 New
TWD
765
True Wealth Design
Ohio
$1.39K +$457 +1 +50%
FMP
766
Financial Management Professionals
Texas
$1K – – –
VWA
767
Valued Wealth Advisors
Utah
$927 – – –
BFPW
768
BOK Financial Private Wealth
Colorado
$927 +$914 +2 New
LIM
769
Longfellow Investment Management
Massachusetts
$926 – – –
RWM
770
Raffa Wealth Management
District of Columbia
$926 – – –
CPG
771
Cornerstone Planning Group
New Jersey
$923 +$914 +2 New
TFM
772
TFC Financial Management
Massachusetts
$464 – – –
RS
773
Rakuten Securities
Japan
$463 -$2.74K -6 -86%
FGAM
774
Financial Gravity Asset Management
Texas
$463 – – –
SFC
775
Strategic Financial Concepts
Texas
$49 +$10.8M +23,543 New
29 30
31
32 33