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Watsco Inc

Name Holding Trade Value Shares
Change
Change in
Stake
XT
376
XTX Topco
Cayman Islands
$570K +$526K +1,792 New
LA
377
LVW Advisors
New York
$552K -$13.2K -45 -3%
ET
378
Equitable Trust
Tennessee
$549K – – –
SAM
379
Shell Asset Management
Netherlands
$548K -$1.76K -6 -0.3%
TCM
380
Teza Capital Management
Illinois
$543K +$173K +589 +53%
SCM
381
Shelton Capital Management
Colorado
$537K – – –
SW
382
SlateStone Wealth
Florida
$529K +$191K +650 +64%
MLL
383
Moody Lynn & Lieberson
Massachusetts
$523K +$5.29K +18 +1%
PA
384
Parallel Advisors
California
$523K +$5.29K +18 +1%
CB
385
Commerce Bank
Missouri
$515K +$67.9K +231 +17%
FIM
386
Freedom Investment Management
Connecticut
$515K -$72.9K -248 -13%
BTWM
387
Baker Tilly Wealth Management
Wisconsin
$515K -$14.4K -49 -3%
IWC
388
Integrated Wealth Concepts
Massachusetts
$513K +$48.2K +164 +11%
IWP
389
Icon Wealth Partners
Texas
$510K +$471K +1,602 New
M&T Bank
390
M&T Bank
New York
$509K +$78.4K +267 +20%
VAG
391
VisionPoint Advisory Group
Texas
$497K -$180K -613 -29%
QT
392
Quantamental Technologies
New York
$487K -$334K -1,136 -43%
PP
393
PDT Partners
New York
$478K +$27.6K +94 +7%
AG
394
Advocate Group
Minnesota
$478K – – –
RBC
395
Romano Brothers & Co
Illinois
$477K – – –
SPIA
396
Steward Partners Investment Advisory
New York
$475K +$9.4K +32 +2%
WB
397
Webster Bank
Connecticut
$475K – – –
KFA
398
Krane Funds Advisors
New York
$467K -$89K -303 -17%
PWP
399
Perfromance Wealth Partners
Illinois
$466K +$430K +1,465 New
AWE
400
Avidian Wealth Enterprises
Texas
$461K -$294 -1 -0.1%