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Watsco Inc
WSO

Name Holding Trade Value Shares
Change 		Change in
Stake
JG
351
Jefferies Group
New York
$338K +$373K +1,417 New
SPIA
352
Steward Partners Investment Advisory
New York
$336K -$20.8K -79 -5%
AC
353
Avestar Capital
New York
$335K +$48.4K +184 +15%
TCM
354
Teza Capital Management
Illinois
$332K +$366K +1,392 New
IGWM
355
ICA Group Wealth Management
Colorado
$330K +$2.37K +9 +0.8%
MCM
356
MAI Capital Management
Ohio
$328K -$14.5K -55 -4%
PWPS
357
Pinnacle Wealth Planning Services
Ohio
$328K – – –
FBT
358
First Bank & Trust
South Dakota
$328K +$49.2K +187 +16%
PCM
359
Penserra Capital Management
California
$319K -$78.7K -299 -18%
IWC
360
Integrated Wealth Concepts
Massachusetts
$319K +$43.4K +165 +14%
EI
361
Ethic Inc
New York
$315K -$28.2K -107 -8%
PA
362
Profund Advisors
Maryland
$312K -$91.8K -349 -21%
MM
363
MQS Management
New York
$307K +$338K +1,285 New
SP
364
Symmetry Partners
Connecticut
$304K – – –
QT
365
Quantbot Technologies
New York
$303K +$334K +1,270 New
CGA
366
Crescent Grove Advisors
Illinois
$302K +$82.6K +314 +33%
WAM
367
Wakefield Asset Management
Colorado
$297K +$84K +319 +34%
SG
368
StoneX Group
New York
$294K +$112K +425 +53%
FCBT
369
First Citizens Bank & Trust
North Carolina
$292K -$8.69K -33 -3%
BAM
370
Belpointe Asset Management
Nevada
$291K -$6.58K -25 -2%
GCM
371
Graham Capital Management
Connecticut
$289K +$319K +1,214 New
HWMA
372
Heritage Wealth Management (Arizona)
Arizona
$273K +$301K +1,143 New
UB
373
UMB Bank
Missouri
$270K – – –
PNC
374
Park National Corp
Ohio
$270K +$43.4K +165 +17%
VFA
375
Voya Financial Advisors
Connecticut
$268K -$17.1K -65 -5%
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15
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