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Watsco Inc

Name Holding Trade Value Shares
Change
Change in
Stake
DF
451
Donoghue Forlines
Massachusetts
$694K +$56.2K +117 +9%
AWS
452
Atria Wealth Solutions
New York
$693K +$50.5K +105 +8%
PA
453
Parallel Advisors
California
$688K -$8.65K -18 -1%
AWM
454
Axxcess Wealth Management
California
$686K -$8.17K -17 -1%
AG
455
Advocate Group
Minnesota
$681K
AGP
456
Autumn Glory Partners
Texas
$679K +$395K +821 +150%
PAG
457
Private Advisor Group
New Jersey
$665K -$12K -25 -2%
RSWM
458
Robertson Stephens Wealth Management
California
$665K +$649K +1,351 New
Aviva
459
Aviva
United Kingdom
$664K +$21.1K +44 +3%
TFS
460
Thoroughbred Financial Services
Tennessee
$662K -$35.1K -73 -5%
VA
461
Vident Advisory
Georgia
$652K -$242K -504 -28%
TC
462
TwinBeech Capital
New York
$651K +$636K +1,323 New
SCM
463
Sterling Capital Management
North Carolina
$649K +$634K +1,319 New
PPW
464
Parcion Private Wealth
Washington
$646K +$632K +1,314 New
NS
465
NBC Securities
Alabama
$638K -$38K -79 -6%
BAAM
466
Baker Avenue Asset Management
California
$626K +$611K +1,272 New
FBT
467
First Bank & Trust
South Dakota
$619K -$2.4K -5 -0.4%
SCM
468
Shelton Capital Management
Colorado
$618K -$8.65K -18 -1%
FDCDDQ
469
Federation des caisses Desjardins du Quebec
Quebec, Canada
$615K +$135K +280 +29%
KAS
470
Kestra Advisory Services
Texas
$608K -$18.3K -38 -3%
HH
471
Hilltop Holdings
Texas
$606K +$26.9K +56 +5%
JIC
472
Johnson Investment Counsel
Ohio
$601K
SSA
473
Schonfeld Strategic Advisors
New York
$596K -$16.9M -35,188 -97%
MWM
474
Modera Wealth Management
New Jersey
$592K -$235K -488 -29%
BOH
475
Bank of Hawaii
Hawaii
$591K