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Watsco Inc

Name Holding Trade Value Shares
Change
Change in
Stake
BFM
301
Boothbay Fund Management
New York
$423K +$410K +1,818 New
PNC
302
Park National Corp
Ohio
$417K – – –
WB
303
Webster Bank
Connecticut
$412K – – –
CC
304
Cadinha & Co
Hawaii
$412K +$399K +1,770 New
FHB
305
First Hawaiian Bank
Hawaii
$411K -$167K -741 -30%
WAM
306
World Asset Management
Michigan
$409K -$20.7K -92 -5%
Royal London Asset Management
307
Royal London Asset Management
United Kingdom
$402K -$67.6K -300 -15%
MLL
308
Moody Lynn & Lieberson
Massachusetts
$399K +$386K +1,715 New
LIA
309
LS Investment Advisors
Michigan
$395K – – –
FA
310
FDx Advisors
Illinois
$391K +$378K +1,677 New
SI
311
Stephens Inc
Arkansas
$358K -$54.1K -240 -14%
Creative Planning
312
Creative Planning
Kansas
$358K +$20.9K +93 +6%
Macquarie Group
313
Macquarie Group
Australia
$351K – – –
CIAS
314
Capital Investment Advisory Services
North Carolina
$349K – – –
AP
315
Advisor Partners
California
$347K -$1.35K -6 -0.4%
Northwestern Mutual Wealth Management
316
Northwestern Mutual Wealth Management
Wisconsin
$346K +$72.3K +321 +28%
Allianz Asset Management
317
Allianz Asset Management
Germany
$342K -$319K -1,416 -49%
CMO
318
Covenant Multifamily Offices
Texas
$340K -$126K -560 -28%
CIBC Asset Management
319
CIBC Asset Management
Ontario, Canada
$340K +$8.11K +36 +3%
SP
320
Symmetry Partners
Connecticut
$339K +$328K +1,456 New
EI
321
Ellevest Inc
New York
$334K – – –
PA
322
Parallel Advisors
California
$331K +$54.1K +240 +20%
TC
323
TwinBeech Capital
New York
$304K +$294K +1,306 New
FCBT
324
First Citizens Bank & Trust
North Carolina
$296K -$35.6K -158 -11%
IWP
325
Icon Wealth Partners
Texas
$296K +$287K +1,273 New