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Watsco Inc

Name Holding Trade Value Shares
Change
Change in
Stake
BEAM
476
Baker Ellis Asset Management
Washington
$357K
PMWMG
477
Parr McKnight Wealth Management Group
Minnesota
$356K -$661K -1,852 -64%
Schroder Investment Management Group
478
Schroder Investment Management Group
United Kingdom
$356K -$274K -767 -42%
PWP
479
Phillips Wealth Planners
Mississippi
$356K +$70.3K +197 +27%
AWE
480
Avidian Wealth Enterprises
Texas
$354K -$24.6K -69 -6%
KPWS
481
Kestra Private Wealth Services
Texas
$353K -$60.7K -170 -14%
QPW
482
Quantum Private Wealth
Florida
$350K
PAG
483
Private Advisor Group
New Jersey
$348K +$6.07K +17 +2%
7WCP
484
71 West Capital Partners
Massachusetts
$347K +$368K +1,030 New
OWP
485
Obermeyer Wealth Partners
Colorado
$345K -$1.66M -4,647 -82%
PNC
486
Park National Corp
Ohio
$343K -$4.29K -12 -1%
GT
487
Greenleaf Trust
Michigan
$341K +$77.1K +216 +27%
P
488
PensionDanmark
Denmark
$340K +$361K +1,010 New
TPI
489
Trust Point Inc
Wisconsin
$340K -$15.4K -43 -4%
CGL
490
Clarius Group LLC
Washington
$337K
TF
491
Tompkins Financial
New York
$337K
AWM
492
Axxcess Wealth Management
California
$336K -$67.8K -190 -16%
PPC
493
Park Place Capital
Alabama
$334K -$17.9K -50 -5%
PA
494
Parallel Advisors
California
$328K -$110K -308 -24%
AWM
495
AE Wealth Management
Kansas
$328K -$379K -1,062 -52%
PCM
496
Penserra Capital Management
California
$325K +$86.4K +242 +33%
Lido Advisors
497
Lido Advisors
California
$324K -$17.1K -48 -6%
VT
498
Vise Technologies
New York
$324K +$77.1K +216 +29%
AO
499
Advisor OS
Illinois
$323K -$23.6K -66 -6%
NA
500
NewEdge Advisors
Louisiana
$313K -$233K -652 -41%