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Watsco Inc

Name Holding Trade Value Shares
Change
Change in
Stake
CGA
476
Crescent Grove Advisors
Illinois
$372K -$9.49K -28 -3%
AGP
477
Autumn Glory Partners
Texas
$372K +$331K +975 New
EWA
478
EverSource Wealth Advisors
Alabama
$370K +$678 +2 +0.2%
TSS
479
Two Sigma Securities
New York
$359K +$319K +941 New
CFAM
480
Coury Firm Asset Management
Pennsylvania
$358K -$9.15K -27 -3%
IA
481
IFP Advisors
Florida
$349K +$224K +660 +259%
EI
482
Ellevest Inc
New York
$346K +$2.71K +8 +0.9%
MYAM
483
Meiji Yasuda Asset Management
Japan
$336K +$298K +880 New
SVWAG
484
Sound View Wealth Advisors Group
Georgia
$333K +$2.04K +6 +0.7%
CIBC Private Wealth Group
485
CIBC Private Wealth Group
Georgia
$321K -$2.04K -6 -0.7%
SW
486
SVB Wealth
Massachusetts
$319K -$26.8K -79 -9%
NAS
487
Nicolet Advisory Services
Wisconsin
$306K +$18K +53 +7%
UF
488
Univest Financial
Pennsylvania
$306K +$272K +802 New
LCS
489
Levin Capital Strategies
New York
$305K
VFA
490
Voya Financial Advisors
Connecticut
$302K -$36.3K -107 -12%
LNC
491
Lincoln National Corp
Pennsylvania
$300K +$3.05K +9 +1%
JEST
492
JTC Employer Solutions Trustee
Jersey
$298K
NCM
493
Northside Capital Management
Oregon
$294K +$1.36K +4 +0.5%
DWT
494
Dorsey & Whitney Trust
South Dakota
$292K +$3.05K +9 +1%
Capstone Investment Advisors
495
Capstone Investment Advisors
New York
$291K +$258K +762 New
PCM
496
Penserra Capital Management
California
$290K -$32.9K -97 -11%
CCA
497
Checchi Capital Advisers
California
$278K -$2.04K -6 -0.8%
THWM
498
Taylor Hoffman Wealth Management
Virginia
$276K
HWA
499
Heartwood Wealth Advisors
Virginia
$276K +$30.2K +89 +14%
TIM
500
Triad Investment Management
California
$272K