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Watsco Inc
WSO

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
751
CVA Family Office
Colorado
$5.3K -$14.4K -31 -72%
MAS
752
MPWM Advisory Solutions
Georgia
$5.3K -$10.2K -22 -65%
HNW
753
High Note Wealth
Minnesota
$5.3K – – –
GBT
754
Grove Bank & Trust
Florida
$4.86K – – –
WWM
755
Wolff Wiese Magana
California
$4.86K – – –
PSFG
756
Park Square Financial Group
Georgia
$4.42K – – –
SO
757
Sierra Ocean
California
$3.98K – – –
CWM
758
Copia Wealth Management
Oregon
$3.53K – – –
LSA
759
Leonteq Securities AG
Switzerland
$3.53K +$3.71K +8 New
LFA
760
LGT Financial Advisors
Texas
$3.45K – – –
BDPWM
761
Barnes Dennig Private Wealth Management
Ohio
$3.09K – – –
BFS
762
Bare Financial Services
Pennsylvania
$3.09K +$2.32K +5 +250%
LCM
763
Logan Capital Management
Pennsylvania
$2.69K – – –
T
764
Transce3nd
Texas
$2.65K -$14.8K -32 -84%
MAM
765
Meeder Asset Management
Ohio
$2.65K -$5.1K -11 -65%
DPW
766
DiNuzzo Private Wealth
Pennsylvania
$2.65K – – –
FPF
767
First Pacific Financial
Washington
$2.21K – – –
KG
768
Kilter Group
New York
$2.21K +$2.32K +5 New
MTIC
769
Missouri Trust & Investment Company
Missouri
$2.21K – – –
OCM
770
Orion Capital Management
California
$2.21K – – –
BGAI
771
Bruce G. Allen Investments
Colorado
$2.21K +$464 +1 +25%
CH
772
Cromwell Holdings
Wyoming
$2.21K +$1.39K +3 +150%
TPWA
773
Twin Peaks Wealth Advisors
California
$2.11K +$2.32K +5 New
TWD
774
True Wealth Design
Ohio
$1.77K -$928 -2 -33%
CA
775
Crewe Advisors
Utah
$1.77K – – –
29 30
31
32 33