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Watsco Inc

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
501
Evermay Wealth Management
Virginia
$97K -$2.94K -10 -3%
TCOV
502
Trust Company of Vermont
Vermont
$94.8K +$87.5K +298 New
O
503
Ossiam
France
$86.2K +$1.47K +5 +2%
FFA
504
Farther Finance Advisors
California
$79.9K +$66.1K +225 +865%
IAIM
505
Industrial Alliance Investment Management
Quebec, Canada
$78K +$15K +51 +26%
CWM
506
Cedar Wealth Management
California
$73.2K
HNB
507
Huntington National Bank
Ohio
$72.2K -$23.8K -81 -26%
IAS
508
IMA Advisory Services
Colorado
$71.6K
BTI
509
Blue Trust Inc
Georgia
$71K +$41.7K +142 +100%
EBA
510
Eagle Bay Advisors
New York
$70.5K +$1.47K +5 +2%
FDCDDQ
511
Federation des caisses Desjardins du Quebec
Quebec, Canada
$67.5K +$7.93K +27 +15%
WT
512
Whittier Trust
California
$63.6K
SWM
513
Spire Wealth Management
Virginia
$63K +$37.6K +128 +183%
BAAM
514
Baker Avenue Asset Management
California
$58.9K
LWP
515
Lumature Wealth Partners
Georgia
$58.9K
MAM
516
Meeder Asset Management
Ohio
$56.3K +$52K +177 New
PTC
517
Private Trust Company
Ohio
$54.1K
HPC
518
HM Payson & Co
Maine
$52.2K
Nomura Asset Management
519
Nomura Asset Management
Japan
$49.3K
JWM
520
Janiczek Wealth Management
Colorado
$49K
RFG
521
RFP Financial Group
Georgia
$47.7K -$55.8K -190 -56%
BWA
522
BDO Wealth Advisors
Florida
$47.7K +$44.1K +150 New
IA
523
IFP Advisors
Florida
$47.4K -$54K -184 -42%
MPWT
524
MassMutual Private Wealth & Trust
Connecticut
$46.5K +$8.52K +29 +25%
HI
525
Harbour Investments
Wisconsin
$43.9K +$14.4K +49 +55%