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Watsco Inc

Name Holding Trade Value Shares
Change
Change in
Stake
MFA
451
Mayflower Financial Advisors
Massachusetts
$494K -$84.7K -198 -14%
OAC
452
OMERS Administration Corp
Ontario, Canada
$493K – – –
KPWS
453
Kestra Private Wealth Services
Texas
$492K -$140K -327 -21%
BAM
454
Blueshift Asset Management
New Jersey
$491K +$519K +1,214 New
MGIA
455
Moneta Group Investment Advisors
Missouri
$489K -$128K -299 -20%
DW30
456
Drucker Wealth 3.0
New Jersey
$486K +$514K +1,203 New
TF
457
Tudor Financial
Ohio
$483K – – –
AWM
458
Axxcess Wealth Management
California
$480K -$5.99K -14 -1%
TAFW
459
Tred Avon Family Wealth
Maryland
$473K +$500K +1,169 New
CFO
460
Callan Family Office
Pennsylvania
$472K -$487K -1,138 -49%
MWM
461
Modera Wealth Management
New Jersey
$471K -$6.84K -16 -1%
CGPCS
462
Capital Group Private Client Services
California
$463K +$490K +1,146 New
IIA
463
ICW Investment Advisors
Arizona
$462K +$95.8K +224 +24%
AssetMark Inc
464
AssetMark Inc
California
$461K +$62K +145 +15%
FBT
465
First Bank & Trust
South Dakota
$458K -$22.7K -53 -4%
BAMF
466
BI Asset Management Fondsmaeglerselskab
Denmark
$456K -$300K -701 -38%
DWM
467
Diversify Wealth Management
Utah
$454K -$14.5K -34 -3%
AWE
468
Avidian Wealth Enterprises
Texas
$453K +$4.7K +11 +1%
FDCDDQ
469
Federation des caisses Desjardins du Quebec
Quebec, Canada
$452K -$286K -669 -37%
EWA
470
EverSource Wealth Advisors
Alabama
$445K -$1.3M -3,046 -73%
PAS
471
Park Avenue Securities
New York
$444K -$84.7K -198 -15%
Koshinski Asset Management
472
Koshinski Asset Management
Illinois
$443K +$44.9K +105 +11%
BEAM
473
Baker Ellis Asset Management
Washington
$428K +$453K +1,059 New
TPI
474
Trust Point Inc
Wisconsin
$425K +$34.6K +81 +8%
PPC
475
Park Place Capital
Alabama
$421K – – –