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Watsco Inc

Name Holding Trade Value Shares
Change
Change in
Stake
AC
426
AXQ Capital
New Jersey
$333K +$307K +1,046 New
CIC
427
Chase Investment Counsel
Virginia
$329K +$25.9K +88 +9%
WJWM
428
Williams Jones Wealth Management
New York
$323K +$298K +1,016 New
CGA
429
Crescent Grove Advisors
Illinois
$319K -$7.34K -25 -2%
CGL
430
Clarius Group LLC
Washington
$318K – – –
VI
431
Versor Investments
New York
$314K -$745K -2,535 -72%
EWA
432
EverSource Wealth Advisors
Alabama
$308K +$20.6K +70 +8%
CFAM
433
Coury Firm Asset Management
Pennsylvania
$307K -$588 -2 -0.2%
CWS
434
Confluence Wealth Services
Pennsylvania
$303K +$279K +951 New
FHA
435
Flagship Harbor Advisors
Massachusetts
$301K +$881 +3 +0.3%
SW
436
SVB Wealth
Massachusetts
$291K -$58.8K -200 -18%
DFG
437
Delta Financial Group
New Jersey
$291K – – –
EI
438
Ellevest Inc
New York
$286K – – –
VFA
439
Voya Financial Advisors
Connecticut
$286K -$21.1K -72 -7%
CSPIA
440
Cary Street Partners Investment Advisory
Virginia
$283K +$22.3K +76 +9%
MC
441
Maverick Capital
Texas
$277K +$256K +870 New
SVWAG
442
Sound View Wealth Advisors Group
Georgia
$276K -$19.4K -66 -7%
SG
443
StoneX Group
New York
$275K +$254K +866 New
PCM
444
Penserra Capital Management
California
$272K -$6.17K -21 -2%
QPW
445
Quantum Private Wealth
Florida
$272K – – –
MFA
446
Mayflower Financial Advisors
Massachusetts
$271K -$77.3K -263 -24%
CIBC Private Wealth Group
447
CIBC Private Wealth Group
Georgia
$269K +$249K +847 New
SC
448
Sonen Capital
California
$268K -$124K -422 -33%
TI
449
Tidal Investments
Wisconsin
$260K +$240K +816 New
LFA
450
LGT Financial Advisors
Texas
$259K -$82K -279 -26%