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Watsco Inc

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
351
Parsec Financial Management
North Carolina
$466K – – –
FIM
352
Freedom Investment Management
Connecticut
$466K -$35.5K -135 -7%
API
353
Advisor Partners II
California
$464K +$4.73K +18 +1%
PCM
354
Parsons Capital Management
Rhode Island
$454K – – –
KFA
355
Krane Funds Advisors
New York
$451K +$88.3K +336 +23%
LA
356
LVW Advisors
New York
$444K -$31.6K -120 -6%
SAM
357
Shell Asset Management
Netherlands
$431K -$91.2K -347 -17%
ET
358
Equitable Trust
Tennessee
$430K +$453K +1,724 New
IWA
359
Icon Wealth Advisors
Texas
$426K -$28.4K -108 -6%
Jane Street
360
Jane Street
New York
$422K -$3.21M -12,198 -88%
EI
361
Ethic Inc
New York
$422K -$26K -99 -6%
SCM
362
Shelton Capital Management
Colorado
$421K -$15.5K -59 -3%
BTWM
363
Baker Tilly Wealth Management
Wisconsin
$416K -$81.3K -309 -16%
CIA
364
Compass Ion Advisors
Pennsylvania
$411K +$3.42K +13 +0.8%
PMEF
365
Point72 Middle East FZE
United Arab Emirates
$410K +$432K +1,642 New
PA
366
Parallel Advisors
California
$405K -$5.52K -21 -1%
MLL
367
Moody Lynn & Lieberson
Massachusetts
$405K -$17.6K -67 -4%
BAM
368
Belpointe Asset Management
Nevada
$401K -$23.4K -89 -5%
SVWAG
369
Sound View Wealth Advisors Group
Georgia
$400K +$246K +934 New
BAM
370
Blueshift Asset Management
New Jersey
$395K +$417K +1,584 New
BCM
371
Birch Capital Management
Texas
$392K +$413K +1,571 New
DF
372
Donoghue Forlines
Massachusetts
$383K +$404K +1,536 New
Corient Private Wealth
373
Corient Private Wealth
Florida
$380K +$401K +1,524 New
CWA
374
Centennial Wealth Advisory
Michigan
$380K +$58.1K +221 +17%
AG
375
Advocate Group
Minnesota
$374K -$31.3K -119 -7%