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Watsco Inc

Name Holding Trade Value Shares
Change
Change in
Stake
LA
501
LVW Advisors
New York
$375K -$105K -260 -22%
SI
502
Stephens Inc
Arkansas
$374K +$36.6K +91 +11%
ST
503
Spinnaker Trust
Maine
$371K +$358K +890 New
QPW
504
Quantum Private Wealth
Florida
$371K -$59.5K -148 -14%
KJHP
505
K.J. Harrison & Partners
Ontario, Canada
$367K -$12.1K -30 -3%
TBT
506
Texas Bank & Trust
Texas
$365K – – –
PCM
507
Penserra Capital Management
California
$363K -$45K -112 -11%
IAIM
508
International Assets Investment Management
Florida
$362K -$17.3K -43 -5%
PVI
509
Pine Valley Investments
New Jersey
$362K – – –
Lido Advisors
510
Lido Advisors
California
$361K -$24.1K -60 -6%
EGA
511
Eagle Global Advisors
Texas
$361K +$112K +279 +48%
Allspring Global Investments
512
Allspring Global Investments
North Carolina
$358K +$5.63K +14 +2%
BP
513
Ballentine Partners
Massachusetts
$358K -$68.3K -170 -17%
KPWS
514
Kestra Private Wealth Services
Texas
$351K -$20.9K -52 -6%
UM
515
UniSuper Management
Australia
$349K +$95.7K +238 +40%
BFO
516
Boston Family Office
Massachusetts
$348K – – –
BMSSC
517
B. Metzler seel. Sohn & Co
Germany
$338K +$30.5K +76 +10%
FDCP
518
Foster Dykema Cabot & Partners
Massachusetts
$338K – – –
BTD
519
BankPlus Trust Department
Mississippi
$334K -$18.9K -47 -6%
AWM
520
Axxcess Wealth Management
California
$333K +$322K +800 New
MPWT
521
MassMutual Private Wealth & Trust
Connecticut
$328K -$12.9K -32 -4%
JEST
522
JTC Employer Solutions Trustee
Jersey
$325K – – –
VSQM
523
V-Square Quantitative Management
Illinois
$324K +$123K +307 +65%
DWT
524
Dorsey & Whitney Trust
South Dakota
$323K -$3.22K -8 -1%
BC
525
Burney Company
Virginia
$320K -$26.1K -65 -8%