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Watsco Inc
WSO

Name Holding Trade Value Shares
Change 		Change in
Stake
Q1WB
751
Quest 10 Wealth Builders
Virginia
$15.2K +$16.2K +32 New
HWM
752
Hemington Wealth Management
Virginia
$15K +$4.05K +8 +32%
CFO
753
CVA Family Office
Colorado
$14.2K +$506 +1 +3%
IWM
754
IMG Wealth Management
Florida
$13.7K +$14.7K +29 New
WAS
755
Winch Advisory Services
Wisconsin
$13.7K +$14.7K +29 New
CAS
756
Coppell Advisory Solutions
Texas
$12.3K +$5.57K +11 +73%
BIA
757
Bell Investment Advisors
California
$12.3K – – –
TH
758
TCTC Holdings
Texas
$12.3K +$13.2K +26 New
CCA
759
Criterion Capital Advisors
Tennessee
$12K – – –
FFO
760
Fortitude Family Office
Arizona
$11.8K – – –
KIM
761
Kestra Investment Management
Texas
$11.8K +$12.7K +25 New
PWMG
762
Private Wealth Management Group
New Jersey
$11.4K – – –
TWC
763
TD Waterhouse Canada
Ontario, Canada
$9.96K – – –
AA
764
Ancora Advisors
Ohio
$9.95K – – –
AF
765
Advisornet Financial
Minnesota
$9.48K -$506 -1 -5%
BCWM
766
Bartlett & Co Wealth Management
Ohio
$9.48K – – –
DJSG
767
D.J. St. Germain
Massachusetts
$9.48K – – –
SC
768
SouthState Corp
Florida
$9.48K +$10.1K +20 New
VCM
769
Versant Capital Management
Arizona
$9K -$30.9K -61 -76%
ST
770
Smithfield Trust
Pennsylvania
$9K – – –
FLP
771
Financial Life Planners
Arizona
$8.65K +$9.12K +18 New
MSWM
772
Mowery & Schoenfeld Wealth Management
Illinois
$8.53K – – –
PMFA
773
Plante Moran Financial Advisors
Michigan
$8.06K +$8.1K +16 +1,600%
SFCL
774
Strengthening Families & Communities LLC
Massachusetts
$8K -$160K -315 -95%
NWWA
775
New Wave Wealth Advisors
Arkansas
$7.58K +$8.1K +16 New
29 30
31
32 33