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Watsco Inc
WSO

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
876
Caprock Group
Idaho
– -$249K -526 Closed
PCH
877
PGIM Custom Harvest
New Jersey
– -$245K -516 Closed
1IA
878
1834 Investment Advisors
Wisconsin
– -$235K -495 Closed
RSWM
879
Robertson Stephens Wealth Management
California
– -$232K -489 Closed
F1I
880
Fund 1 Investments
Puerto Rico
– -$208K -438 Closed
EBA
881
Eagle Bay Advisors
New York
– -$131K -276 Closed
N
882
Natixis
France
– -$125K -264 Closed
RS
883
R Squared
Hong Kong
– -$90K -190 Closed
HT
884
Headlands Technologies
Illinois
– -$89.6K -189 Closed
VAG
885
VisionPoint Advisory Group
Texas
– -$70.8K -151 Closed
TIM
886
Tortoise Investment Management
New York
– -$70.1K -148 Closed
WWA
887
Wingate Wealth Advisors
Massachusetts
– -$36K -76 Closed
LJHT
888
Laurie J. Hall Trustee
– -$28K -60 Closed
CAS
889
Coppell Advisory Solutions
Texas
– -$12.3K -26 Closed
FLP
890
Financial Life Planners
Arizona
– -$8.65K -18 Closed
PMFA
891
Plante Moran Financial Advisors
Michigan
– -$8.06K -17 Closed
NWWA
892
New Wave Wealth Advisors
Arkansas
– -$7.58K -16 Closed
MFG
893
Mendota Financial Group
Wisconsin
– -$6.16K -13 Closed
PFA
894
Pathway Financial Advisers
Indiana
– -$5.77K -13 Closed
FWA
895
FSC Wealth Advisors
New York
– -$4.74K -10 Closed
RCM
896
Raleigh Capital Management
North Carolina
– -$3.39K -7 Closed
TAM
897
Tucker Asset Management
Colorado
– -$3.32K -7 Closed
AGWCA
898
Annis Gardner Whiting Capital Advisors
Florida
– -$2.84K -6 Closed
PPA
899
Painted Porch Advisors
California
– -$1.9K -4 Closed
BFPW
900
BOK Financial Private Wealth
Colorado
– -$948 -2 Closed
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