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Watsco Inc
WSO

Name Holding Trade Value Shares
Change 		Change in
Stake
IB
501
Intrust Bank
Kansas
$271K +$2.37K +7 +1%
AWA
502
Arkadios Wealth Advisors
Georgia
$270K -$27.8K -82 -10%
PVM
503
Palogic Value Management
Texas
$268K -$7.8K -23 -3%
AIMCA
504
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$267K +$237K +700 New
LFA
505
LGT Financial Advisors
Texas
$267K -$39.3K -116 -14%
AWM
506
Axxcess Wealth Management
California
$267K -$14.2K -42 -6%
DWA
507
Dorsey Wright & Associates
California
$266K +$236K +697 New
GWM
508
Gitterman Wealth Management
New Jersey
$263K +$234K +690 New
OSAM
509
O'Shaughnessy Asset Management
Connecticut
$263K +$234K +689 New
QT
510
Quantbot Technologies
New York
$261K +$232K +683 New
WC
511
Woodstock Corp
Massachusetts
$257K – – –
AWS
512
Atria Wealth Solutions
New York
$257K -$210K -619 -48%
JCM
513
Jag Capital Management
Missouri
$254K – – –
MCM
514
MAI Capital Management
Ohio
$249K – – –
DC
515
Diametric Capital
Massachusetts
$246K -$159K -468 -42%
IFU
516
iSAM Funds (UK)
United Kingdom
$245K +$218K +642 New
BFG
517
Bleakley Financial Group
New Jersey
$244K +$217K +640 New
SS
518
Simplicity Solutions
Minnesota
$244K +$217K +640 New
O
519
Ossiam
France
$243K +$124K +366 +135%
FTDI
520
First Trust Direct Indexing
Massachusetts
$241K +$214K +632 New
LSPW
521
Lake Street Private Wealth
Illinois
$241K -$27.1K -80 -11%
ESCM
522
Echo Street Capital Management
New York
$239K +$213K +627 New
IGAM
523
iA Global Asset Management
Quebec, Canada
$239K +$212K +626 New
FFP
524
FourThought Financial Partners
Florida
$238K +$212K +624 New
MA
525
MJP Associates
Connecticut
$236K +$210K +619 New
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