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Watsco Inc

Name Holding Trade Value Shares
Change
Change in
Stake
BC
401
Burney Company
Virginia
$848K +$402 +1 +0.1%
TW
402
TrinityPoint Wealth
Connecticut
$843K +$47.8K +119 +6%
MIC
403
Maxi Investments CY
Cyprus
$832K +$774K +1,927 New
SPA
404
Sherbrooke Park Advisers
New York
$830K +$772K +1,922 New
DAS
405
Diversify Advisory Services
Utah
$822K +$761K +1,894 New
SPIA
406
Steward Partners Investment Advisory
New York
$822K +$73.1K +182 +11%
SYBT
407
Stock Yards Bank & Trust
Kentucky
$820K +$15.7K +39 +2%
ORI
408
Oak Ridge Investments
Illinois
$811K -$130K -323 -15%
MYAM
409
Meiji Yasuda Asset Management
Japan
$804K +$362K +901 +94%
JFGIW
410
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$802K -$19.7K -49 -3%
NG
411
Norden Group
Utah
$790K +$735K +1,829 New
MFA
412
Mayflower Financial Advisors
Massachusetts
$789K -$59.5K -148 -7%
SW
413
SlateStone Wealth
Florida
$779K +$27.3K +68 +4%
IIM
414
INTECH Investment Management
Florida
$779K +$48.2K +120 +7%
PAS
415
Park Avenue Securities
New York
$771K +$14.5K +36 +2%
MWM
416
Modera Wealth Management
New Jersey
$767K -$67.5K -168 -9%
AAS
417
Avantax Advisory Services
Texas
$730K -$127K -316 -16%
NS
418
NBC Securities
Alabama
$714K -$5.22K -13 -0.8%
OSAM
419
O'Shaughnessy Asset Management
Connecticut
$705K +$161K +401 +33%
IWC
420
Integrated Wealth Concepts
Massachusetts
$703K +$125K +311 +24%
CSPIA
421
Cary Street Partners Investment Advisory
Virginia
$703K +$33.3K +83 +5%
MLL
422
Moody Lynn & Lieberson
Massachusetts
$682K -$13.3K -33 -2%
Aviva
423
Aviva
United Kingdom
$677K -$182K -453 -22%
ECM
424
Ensemble Capital Management
California
$665K -$279K -695 -31%
LA
425
LVW Advisors
New York
$662K -$25.3K -63 -4%