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Watsco Inc

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
426
Modera Wealth Management
New Jersey
$783K -$38.4K -84 -5%
DWM
427
Diversify Wealth Management
Utah
$765K +$758K +1,658 New
EOJOAM
428
E. Ohman J:or Asset Management
Sweden
$750K +$146K +320 +25%
CSPIA
429
Cary Street Partners Investment Advisory
Virginia
$747K -$6.86K -15 -0.9%
SGM
430
Skye Global Management
Florida
$730K +$720K +1,575 New
NAS
431
Nicolet Advisory Services
Wisconsin
$726K +$120K +263 +21%
DCM
432
Donaldson Capital Management
Indiana
$719K -$563K -1,232 -44%
MLL
433
Moody Lynn & Lieberson
Massachusetts
$715K -$16K -35 -2%
ProShare Advisors
434
ProShare Advisors
Maryland
$699K -$7.31K -16 -1%
WB
435
Webster Bank
Connecticut
$692K
GIM
436
Groesbeck Investment Management
New Jersey
$688K -$356K -779 -34%
BCM
437
Bayesian Capital Management
New York
$681K +$672K +1,470 New
FRA
438
Frank Rimerman Advisors
California
$677K +$668K +1,462 New
AA
439
ALPS Advisors
Colorado
$676K
YC
440
Yarbrough Capital
Tennessee
$670K
FHA
441
Flagship Harbor Advisors
Massachusetts
$667K +$190K +415 +40%
Vontobel Holding
442
Vontobel Holding
Switzerland
$667K +$437K +956 +198%
IWC
443
Integrated Wealth Concepts
Massachusetts
$666K -$86.8K -190 -12%
TFS
444
Thoroughbred Financial Services
Tennessee
$657K +$649K +1,419 New
PA
445
Parallel Advisors
California
$656K -$11.9K -26 -2%
PWPS
446
Pinnacle Wealth Planning Services
Ohio
$655K +$2.29K +5 +0.4%
BIA
447
BHK Investment Advisors
Alabama
$655K +$26.5K +58 +4%
AWM
448
Axxcess Wealth Management
California
$654K -$4.11K -9 -0.6%
AG
449
Advocate Group
Minnesota
$641K
PAG
450
Private Advisor Group
New Jersey
$637K -$5.49K -12 -0.9%