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Watsco Inc

Name Holding Trade Value Shares
Change
Change in
Stake
YC
401
Yarbrough Capital
Tennessee
$460K – – –
KAS
402
Kestra Advisory Services
Texas
$456K -$269K -917 -39%
Bank of Nova Scotia
403
Bank of Nova Scotia
Ontario, Canada
$456K +$421K +1,433 New
AC
404
Avestar Capital
New York
$454K +$13.2K +45 +3%
PWPS
405
Pinnacle Wealth Planning Services
Ohio
$437K – – –
PWP
406
Phillips Wealth Planners
Mississippi
$437K +$10.3K +35 +3%
FBT
407
First Bank & Trust
South Dakota
$427K +$588 +2 +0.1%
AP
408
Americana Partners
Texas
$422K +$390K +1,327 New
AWS
409
Atria Wealth Solutions
New York
$411K +$380K +1,292 New
Cerity Partners
410
Cerity Partners
New York
$406K -$18.2K -62 -5%
SP
411
Symmetry Partners
Connecticut
$405K – – –
MGIA
412
Moneta Group Investment Advisors
Missouri
$404K +$13.5K +46 +4%
KC
413
Kenfarb & Co
Kentucky
$396K – – –
WAM
414
Wakefield Asset Management
Colorado
$390K +$360K +1,227 New
SC
415
Saturna Capital
Washington
$378K +$349K +1,188 New
V
416
Veritable
Delaware
$374K – – –
CIBC Asset Management
417
CIBC Asset Management
Ontario, Canada
$372K +$17.3K +59 +5%
PNC
418
Park National Corp
Ohio
$369K +$8.81K +30 +3%
IF
419
Insight Folios
North Carolina
$365K – – –
PA
420
Profund Advisors
Maryland
$363K -$25.6K -87 -7%
Fifth Third Bancorp
421
Fifth Third Bancorp
Ohio
$360K +$23.2K +79 +8%
DC
422
Diametric Capital
Massachusetts
$354K +$327K +1,113 New
CWA
423
Centennial Wealth Advisory
Michigan
$346K -$128K -435 -29%
PPC
424
Park Place Capital
Alabama
$341K -$7.93K -27 -2%
WMSA
425
Weiss Multi-Strategy Advisers
New York
$334K +$308K +1,050 New