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Watsco Inc

Name Holding Trade Value Shares
Change
Change in
Stake
AO
301
Advisor OS
Illinois
$543K +$599K +2,277 New
ECM
302
Ensemble Capital Management
California
$534K
FC
303
FORA Capital
Florida
$520K +$573K +2,177 New
FWP
304
FAS Wealth Partners
Kansas
$517K +$8.42K +32 +2%
SAM
305
Silvercrest Asset Management
New York
$513K
AWM
306
AE Wealth Management
Kansas
$513K +$565K +2,146 New
PAMS
307
Pictet Asset Management (Switzerland)
Switzerland
$512K -$149K -566 -25%
CAL
308
Capital Analysts LLC
Pennsylvania
$497K -$132K -500 -19%
IF
309
Insight Folios
North Carolina
$497K +$14.2K +54 +3%
FIM
310
Freedom Investment Management
Connecticut
$495K -$125K -476 -19%
D.E. Shaw & Co
311
D.E. Shaw & Co
New York
$491K -$252K -959 -32%
Cetera Investment Advisers
312
Cetera Investment Advisers
Illinois
$490K +$47.9K +182 +10%
TW
313
TrinityPoint Wealth
Connecticut
$485K +$9.47K +36 +2%
Rockefeller Capital Management
314
Rockefeller Capital Management
New York
$483K +$21.8K +83 +4%
CW
315
Connectus Wealth
Ohio
$478K +$526K +2,000 New
WMSA
316
Weiss Multi-Strategy Advisers
New York
$478K +$526K +2,000 New
GIM
317
Groesbeck Investment Management
New Jersey
$473K
BTWM
318
Baker Tilly Wealth Management
Wisconsin
$470K -$12.6K -48 -2%
EWA
319
EverSource Wealth Advisors
Alabama
$462K +$501K +1,902 +6,340%
ProShare Advisors
320
ProShare Advisors
Maryland
$459K -$198K -752 -28%
SBH
321
Segall Bryant & Hamill
Illinois
$455K +$30.3K +115 +6%
PAM
322
Paradigm Asset Management
New York
$454K +$500K +1,900 New
WA
323
Wealth Alliance
New York
$451K +$46.6K +177 +10%
ATC
324
Argent Trust Co
Tennessee
$451K +$497K +1,890 New
SC
325
Sonen Capital
California
$444K +$490K +1,860 New