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Watsco Inc

Name Holding Trade Value Shares
Change
Change in
Stake
FUBT
776
First United Bank & Trust
Maryland
$1.77K – – –
QL
777
Quarry LP
New York
$1.77K +$1.86K +4 New
SVCP
778
Silicon Valley Capital Partners
California
$1.77K +$1.86K +4 New
HFS
779
Hughes Financial Services
Virginia
$1.67K -$1.86K -4 -50%
AG
780
AmeriFlex Group
Nevada
$1.35K +$1.39K +3 New
SIC
781
SJS Investment Consulting
Ohio
$1.32K -$1.39K -3 -50%
FMP
782
Financial Management Professionals
Texas
$1.32K – – –
TIM
783
Tortoise Investment Management
New York
$1.32K +$1.39K +3 New
DF
784
DecisionPoint Financial
Arizona
$912 +$928 +2 New
S
785
Sachetta
Massachusetts
$884 -$928 -2 -50%
VWA
786
Valued Wealth Advisors
Utah
$884 – – –
CIAM
787
Caitong International Asset Management
Hong Kong
$883 -$105K -227 -99%
APW
788
Aventura Private Wealth
Florida
$883 -$17.6K -38 -95%
KFI
789
Key Financial Inc
Pennsylvania
$883 – – –
LIM
790
Longfellow Investment Management
Massachusetts
$883 – – –
MEG
791
Millstone Evans Group
Colorado
$883 – – –
RWM
792
Raffa Wealth Management
District of Columbia
$883 – – –
SS
793
SBI Securities
Japan
$883 – – –
WPA
794
Wealth Preservation Advisors
Tennessee
$883 – – –
HIA
795
HFM Investment Advisors
New Jersey
$883 +$464 +1 +100%
TIM
796
Total Investment Management
Arizona
$883 +$928 +2 New
SC
797
SouthState Corp
Florida
$442 -$13K -28 -97%
PWM
798
Parkworth Wealth Management
California
$442 – – –
PWA
799
Principia Wealth Advisory
Texas
$442 – – –
TFM
800
TFC Financial Management
Massachusetts
$442 – – –