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Watsco Inc
WSO

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
851
Mascoma Wealth Management
New Hampshire
– -$36.4K -90 Closed
RA
852
Rise Advisors
New York
– -$27.5K -68 Closed
MCM
853
Manchester Capital Management
Vermont
– -$18.2K -45 Closed
PAM
854
Parvin Asset Management
South Dakota
– -$15K -37 Closed
MSG
855
Main Street Group
Virginia
– -$14.2K -35 Closed
AAS
856
Ameritas Advisory Services
Nebraska
– -$6.87K -17 Closed
PAM
857
Palisade Asset Management
Minnesota
– -$6.87K -17 Closed
FLP
858
Financial Life Planners
Arizona
– -$6.29K -16 Closed
PWAM
859
Private Wealth Asset Management
Iowa
– -$6.07K -15 Closed
PFA
860
Pathway Financial Advisers
Indiana
– -$5.01K -13 Closed
GFWA
861
Grey Fox Wealth Advisors
Delaware
– -$4.45K -11 Closed
SIC
862
Salem Investment Counselors
North Carolina
– -$4.45K -11 Closed
ETS
863
ESL Trust Services
New York
– -$3.23K -8 Closed
BDPWM
864
Barnes Dennig Private Wealth Management
Ohio
– -$2.83K -7 Closed
TIM
865
Tortoise Investment Management
New York
– -$2.83K -7 Closed
CCM
866
Cloud Capital Management
Washington
– -$2K -6 Closed
OCM
867
Orion Capital Management
California
– -$2.02K -5 Closed
PG
868
Proffitt & Goodson
Tennessee
– -$1.62K -4 Closed
ADL
869
Asset Dedication LLC
California
– -$809 -2 Closed
BFS
870
Bare Financial Services
Pennsylvania
– -$404 -1 Closed
CIAM
871
Caitong International Asset Management
Hong Kong
– -$404 -1 Closed
EWP
872
Elevation Wealth Partners
California
– -$405 -1 Closed
HIA
873
HFM Investment Advisors
New Jersey
– -$404 -1 Closed
HI
874
Horizon Investments
North Carolina
– -$401 -1 Closed
LCM
875
Logan Capital Management
Pennsylvania
– -$404 -1 Closed
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