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Watsco Inc
WSO

Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
851
Wilmington Savings Fund Society
Delaware
– -$15K -34 Closed
CIM
852
Contravisory Investment Management
Massachusetts
– -$12.8K -29 Closed
MSWM
853
Mowery & Schoenfeld Wealth Management
Illinois
– -$7.95K -18 Closed
JFGIW
854
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$5.3K -12 Closed
PSFG
855
Park Square Financial Group
Georgia
– -$4.42K -10 Closed
SO
856
Sierra Ocean
California
– -$3.98K -9 Closed
T
857
Transce3nd
Texas
– -$2.65K -6 Closed
CH
858
Cromwell Holdings
Wyoming
– -$2.21K -5 Closed
KG
859
Kilter Group
New York
– -$2.21K -5 Closed
MTIC
860
Missouri Trust & Investment Company
Missouri
– -$2.21K -5 Closed
TPWA
861
Twin Peaks Wealth Advisors
California
– -$2.11K -5 Closed
FUBT
862
First United Bank & Trust
Maryland
– -$1.77K -4 Closed
QL
863
Quarry LP
New York
– -$1.77K -4 Closed
SVCP
864
Silicon Valley Capital Partners
California
– -$1.77K -4 Closed
AG
865
AmeriFlex Group
Nevada
– -$1.35K -3 Closed
APW
866
Aventura Private Wealth
Florida
– -$883 -2 Closed
LIM
867
Longfellow Investment Management
Massachusetts
– -$883 -2 Closed
TIM
868
Total Investment Management
Arizona
– -$883 -2 Closed
NFSG
869
Newbridge Financial Services Group
Florida
– -$442 -1 Closed
SC
870
SouthState Corp
Florida
– -$442 -1 Closed
SC
871
Stephens Consulting
Michigan
– -$442 -1 Closed
CMP
872
Coston McIsaac & Partners
Maine
– +$855 +2 New
31 32 33 34
35