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Watsco Inc

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
301
FAS Wealth Partners
Kansas
$665K +$315K +1,062 +100%
JF
302
Jump Financial
Illinois
$657K +$622K +2,100 New
JWCA
303
J.W. Coons Advisors
Ohio
$655K +$33.8K +114 +6%
ETC
304
Exchange Traded Concepts
Oklahoma
$652K +$10.7K +36 +2%
SAM
305
Shell Asset Management
Netherlands
$650K +$3.85K +13 +0.6%
Vanguard Personalized Indexing Management
306
Vanguard Personalized Indexing Management
California
$641K +$310K +1,048 +105%
PAMS
307
Pictet Asset Management (Switzerland)
Switzerland
$637K -$48.3K -163 -7%
American Century Companies
308
American Century Companies
Missouri
$630K +$81.8K +276 +16%
PA
309
Parallel Advisors
California
$624K +$71.1K +240 +14%
GIM
310
Groesbeck Investment Management
New Jersey
$620K
MML Investors Services
311
MML Investors Services
Massachusetts
$620K +$115K +388 +24%
RCM
312
Radnor Capital Management
Pennsylvania
$618K +$585K +1,975 New
Mackenzie Financial
313
Mackenzie Financial
Ontario, Canada
$616K -$43.5K -147 -7%
TW
314
TrinityPoint Wealth
Connecticut
$610K +$592 +2 +0.1%
GTCM
315
Gyon Technologies Capital Management
New Jersey
$608K +$321K +1,084 +126%
DCM
316
Donaldson Capital Management
Indiana
$598K +$76.1K +257 +16%
IF
317
Insight Folios
North Carolina
$594K +$43.8K +148 +8%
PCM
318
Parsons Capital Management
Rhode Island
$594K +$116K +390 +26%
KC
319
Kenfarb & Co
Kentucky
$593K +$561K +1,895 New
SBH
320
Segall Bryant & Hamill
Illinois
$590K +$12.4K +42 +2%
TPCW
321
TD Private Client Wealth
New York
$587K -$208K -703 -27%
Rockefeller Capital Management
322
Rockefeller Capital Management
New York
$577K -$29.9K -101 -5%
WA
323
Wealth Alliance
New York
$575K -$16.9K -57 -3%
FHB
324
First Hawaiian Bank
Hawaii
$572K -$1.19K -4 -0.2%
PCM
325
Penserra Capital Management
California
$571K +$53K +179 +9%