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Watsco Inc

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
751
Hughes Financial Services
Virginia
$1.4K – – –
FMP
752
Financial Management Professionals
Texas
$1.21K – – –
MCM
753
MV Capital Management
Maryland
$1.21K +$855 +2 +200%
KFI
754
Key Financial Inc
Pennsylvania
$1.21K +$428 +1 +50%
QC
755
Quent Capital
New York
$869 +$855 +2 New
DF
756
DecisionPoint Financial
Arizona
$809 – – –
MEG
757
Millstone Evans Group
Colorado
$809 – – –
RWM
758
Raffa Wealth Management
District of Columbia
$809 – – –
S
759
Sachetta
Massachusetts
$809 – – –
VWA
760
Valued Wealth Advisors
Utah
$809 – – –
PWA
761
Principia Wealth Advisory
Texas
$809 +$428 +1 +100%
ADL
762
Asset Dedication LLC
California
$809 +$855 +2 New
BI
763
Binnacle Investments
Iowa
$809 +$855 +2 New
PP
764
PFS Partners
New Jersey
$809 +$855 +2 New
BHWM
765
Bay Harbor Wealth Management
Maryland
$808 +$428 +1 +100%
TFM
766
TFC Financial Management
Massachusetts
$405 – – –
EWP
767
Elevation Wealth Partners
California
$405 +$428 +1 New
SA
768
Seneschal Advisors
Washington
$405 +$428 +1 New
CFO
769
CVA Family Office
Colorado
$404 -$4.7K -11 -92%
BFS
770
Bare Financial Services
Pennsylvania
$404 -$2.57K -6 -86%
LCM
771
Logan Capital Management
Pennsylvania
$404 -$2.14K -5 -83%
CIAM
772
Caitong International Asset Management
Hong Kong
$404 -$428 -1 -50%
HIA
773
HFM Investment Advisors
New Jersey
$404 -$428 -1 -50%
RS
774
Rakuten Securities
Japan
$404 – – –
STB
775
S&T Bank
Pennsylvania
$404 +$428 +1 New