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Watsco Inc

Name Holding Trade Value Shares
Change
Change in
Stake
WB
426
Webster Bank
Connecticut
$570K
SP
427
Symmetry Partners
Connecticut
$568K +$72.9K +215 +17%
M1FG
428
Mach-1 Financial Group
Arkansas
$561K +$498K +1,470 New
CB
429
Commerce Bank
Missouri
$558K -$53.6K -158 -10%
PA
430
Parallel Advisors
California
$557K -$61.4K -181 -11%
YC
431
Yarbrough Capital
Tennessee
$552K
PWP
432
Perfromance Wealth Partners
Illinois
$552K -$1.7K -5 -0.3%
PFO
433
Pathstone Family Office
New Jersey
$548K +$239K +705 +106%
SC
434
Sonen Capital
California
$544K +$198K +584 +69%
IWP
435
Icon Wealth Partners
Texas
$527K -$74.6K -220 -14%
PWPS
436
Pinnacle Wealth Planning Services
Ohio
$525K
WG
437
Winton Group
United Kingdom
$523K +$465K +1,370 New
FIM
438
Freedom Investment Management
Connecticut
$522K -$85.1K -251 -16%
KFA
439
Krane Funds Advisors
New York
$506K -$60.4K -178 -12%
PWP
440
Phillips Wealth Planners
Mississippi
$506K +$20K +59 +5%
Robeco Institutional Asset Management
441
Robeco Institutional Asset Management
Netherlands
$501K +$445K +1,313 New
IAA
442
Independent Advisor Alliance
North Carolina
$500K +$445K +1,311 New
MGIA
443
Moneta Group Investment Advisors
Missouri
$497K +$10.5K +31 +2%
DF
444
Donoghue Forlines
Massachusetts
$495K -$713K -2,102 -62%
AWE
445
Avidian Wealth Enterprises
Texas
$491K -$54.9K -162 -11%
CM
446
Capula Management
Cayman Islands
$488K +$434K +1,280 New
AssetMark Inc
447
AssetMark Inc
California
$488K +$424K +1,249 +4,307%
IWC
448
Integrated Wealth Concepts
Massachusetts
$487K -$115K -338 -21%
SC
449
Saturna Capital
Washington
$480K +$23.7K +70 +6%
KAS
450
Kestra Advisory Services
Texas
$477K -$62.1K -183 -13%