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Watsco Inc
WSO

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
401
TownSquare Capital
Utah
$965K -$10.6M -22,885 -91%
VA
402
Vident Advisory
Georgia
$926K +$95.1K +205 +11%
CAL
403
Capital Analysts LLC
Pennsylvania
$923K +$464 +1 +0%
SLI
404
Sumitomo Life Insurance
Japan
$922K +$341K +735 +54%
CBA
405
Coastal Bridge Advisors
Connecticut
$919K -$32K -69 -3%
WA
406
Wealth Alliance
New York
$888K +$16.2K +35 +2%
I
407
InceptionR
California
$859K +$902K +1,944 New
GIBU
408
Gulf International Bank (UK)
United Kingdom
$845K – – –
ORI
409
Oak Ridge Investments
Illinois
$843K +$2.32K +5 +0.3%
PCM
410
Parsons Capital Management
Rhode Island
$842K -$11.1K -24 -1%
JG
411
Jain Global
New York
$840K +$83.5K +180 +10%
LFM
412
LGT Fund Management
Liechtenstein
$839K +$255K +550 +41%
ET
413
Equitable Trust
Tennessee
$835K +$322K +695 +58%
CWM
414
Cranbrook Wealth Management
Michigan
$832K – – –
FFA
415
Farther Finance Advisors
California
$824K +$121K +260 +16%
CB
416
Commerce Bank
Missouri
$813K -$58.5K -126 -6%
BAMF
417
BI Asset Management Fondsmaeglerselskab
Denmark
$807K +$78.9K +170 +10%
AFG
418
Atomi Financial Group
New York
$798K +$39K +84 +5%
TWA
419
TCI Wealth Advisors
Arizona
$793K +$833K +1,796 New
FDCDDQ
420
Federation des caisses Desjardins du Quebec
Quebec, Canada
$790K -$8.81K -19 -1%
AWM
421
AE Wealth Management
Kansas
$787K -$10.5M -22,726 -93%
RS
422
R Squared
Hong Kong
$773K +$812K +1,750 New
EPW
423
Endeavor Private Wealth
Kansas
$761K +$71.9K +155 +10%
RWP
424
RWA Wealth Partners
Massachusetts
$745K +$4.17K +9 +0.5%
PCP
425
Perbak Capital Partners
United Kingdom
$745K +$492K +1,060 +169%
15 16
17
18 19