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Watsco Inc

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
326
Wealth Enhancement Advisory Services
Minnesota
$589K +$562K +2,139 New
JWCA
327
J.W. Coons Advisors
Ohio
$589K +$86.8K +330 +16%
KAS
328
Kestra Advisory Services
Texas
$586K +$212K +806 +52%
CIC
329
Crawford Investment Counsel
Georgia
$582K
DCM
330
Donaldson Capital Management
Indiana
$576K +$21.3K +81 +4%
Marshall Wace
331
Marshall Wace
United Kingdom
$573K +$604K +2,297 New
TW
332
TrinityPoint Wealth
Connecticut
$567K +$28.7K +109 +5%
National Bank of Canada
333
National Bank of Canada
Quebec, Canada
$567K +$567K +2,155 +1,842%
ECM
334
Ensemble Capital Management
California
$557K
BRWA
335
B. Riley Wealth Advisors
Florida
$556K +$8.41K +32 +1%
Impax Asset Management Group
336
Impax Asset Management Group
United Kingdom
$545K +$96.2K +366 +20%
FWP
337
FAS Wealth Partners
Kansas
$544K +$2.37K +9 +0.4%
ProShare Advisors
338
ProShare Advisors
Maryland
$541K +$68.9K +262 +14%
Brown Advisory
339
Brown Advisory
Maryland
$538K +$322K +1,225 +132%
SAM
340
Silvercrest Asset Management
New York
$536K
WA
341
Wealth Alliance
New York
$531K -$96K -365 -15%
I
342
InceptionR
California
$526K +$554K +2,108 New
HI
343
Horizon Investments
North Carolina
$525K -$659K -2,505 -54%
Man Group
344
Man Group
United Kingdom
$520K +$549K +2,087 New
CAL
345
Capital Analysts LLC
Pennsylvania
$506K -$13.1K -50 -2%
GIM
346
Groesbeck Investment Management
New Jersey
$505K +$11.8K +45 +2%
LTAS
347
Linden Thomas Advisory Services
North Carolina
$501K +$528K +2,009 New
CW
348
Connectus Wealth
Ohio
$499K
DZ Bank
349
DZ Bank
Germany
$499K +$263K +1,000 +100%
PFO
350
Pathstone Family Office
New Jersey
$482K -$3.15K -12 -0.6%