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Watsco Inc

Name Holding Trade Value Shares
Change
Change in
Stake
LAS
401
Lloyd Advisory Services
Georgia
$669K +$640K +1,771 New
NG
402
Norden Group
Utah
$669K +$640K +1,771 New
CWS
403
Confluence Wealth Services
Pennsylvania
$667K +$92.9K +257 +17%
SW
404
SlateStone Wealth
Florida
$664K +$36.5K +101 +6%
BAM
405
Belpointe Asset Management
Nevada
$648K +$74.8K +207 +14%
Aviva
406
Aviva
United Kingdom
$638K -$870K -2,406 -59%
BMCM
407
Burns Matteson Capital Management
New York
$632K -$23.1K -64 -4%
SPIA
408
Steward Partners Investment Advisory
New York
$630K +$37.2K +103 +7%
MLL
409
Moody Lynn & Lieberson
Massachusetts
$607K -$1.08K -3 -0.2%
EOJOAM
410
E. Ohman J:or Asset Management
Sweden
$604K
BAM
411
Blueshift Asset Management
New Jersey
$603K +$577K +1,597 New
LA
412
LVW Advisors
New York
$601K -$46.6K -129 -8%
BA
413
Bridgewater Associates
Connecticut
$595K +$569K +1,575 New
AWE
414
Avidian Wealth Enterprises
Texas
$593K +$103K +284 +22%
BTWM
415
Baker Tilly Wealth Management
Wisconsin
$584K -$7.59K -21 -1%
SCM
416
Shelton Capital Management
Colorado
$583K -$34.3K -95 -6%
Impax Asset Management Group
417
Impax Asset Management Group
United Kingdom
$575K -$10.5K -29 -2%
ET
418
Equitable Trust
Tennessee
$567K -$52.8K -146 -9%
DZ Bank
419
DZ Bank
Germany
$567K
RBC
420
Romano Brothers & Co
Illinois
$567K
AG
421
Advocate Group
Minnesota
$565K -$1.45K -4 -0.3%
WB
422
Webster Bank
Connecticut
$564K
SC
423
Saturna Capital
Washington
$562K +$83.2K +230 +18%
SP
424
Symmetry Partners
Connecticut
$562K
PWP
425
Perfromance Wealth Partners
Illinois
$551K