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Watsco Inc

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
276
Capital Analysts LLC
Pennsylvania
$684K – – –
TPCW
277
TD Private Client Wealth
New York
$683K -$133K -476 -16%
MSRPS
278
Maryland State Retirement & Pension System
Maryland
$678K – – –
PCM
279
Prelude Capital Management
New York
$678K +$719K +2,563 New
CC
280
Centiva Capital
New York
$669K +$708K +2,526 New
CW
281
CreativeOne Wealth
Kansas
$668K +$147K +525 +26%
COCM
282
Charter Oak Capital Management
New Hampshire
$662K – – –
CIAS
283
Capital Investment Advisory Services
North Carolina
$658K – – –
IWP
284
Icon Wealth Partners
Texas
$653K +$34.5K +123 +5%
ProShare Advisors
285
ProShare Advisors
Maryland
$641K -$83.6K -298 -11%
BBHC
286
Brown Brothers Harriman & Co
New York
$636K +$45.1K +161 +7%
Creative Planning
287
Creative Planning
Kansas
$615K +$53K +189 +9%
ECM
288
Ensemble Capital Management
California
$591K – – –
PAMS
289
Pictet Asset Management (Switzerland)
Switzerland
$582K +$617K +2,200 New
SAM
290
Silvercrest Asset Management
New York
$571K +$16.5K +59 +3%
UB
291
UMB Bank
Missouri
$566K -$298K -1,062 -33%
Mackenzie Financial
292
Mackenzie Financial
Ontario, Canada
$560K +$44.3K +158 +8%
SAM
293
Shell Asset Management
Netherlands
$546K -$25.2K -90 -4%
ETC
294
Exchange Traded Concepts
Oklahoma
$542K +$2.24K +8 +0.4%
JWCA
295
J.W. Coons Advisors
Ohio
$525K +$165K +590 +43%
GIM
296
Groesbeck Investment Management
New Jersey
$524K – – –
TW
297
TrinityPoint Wealth
Connecticut
$516K +$17.7K +63 +3%
Rockefeller Capital Management
298
Rockefeller Capital Management
New York
$515K +$395K +1,410 +262%
PCM
299
Penserra Capital Management
California
$502K -$7.29K -26 -1%
WA
300
Wealth Alliance
New York
$501K -$1.68K -6 -0.3%