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Watsco Inc
WSO

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
501
Burney Company
Virginia
$521K -$75.4K -153 -13%
IMCOOI
502
Investment Management Corp of Ontario (IMCO)
Canada
$509K +$493K +1,001 New
CGL
503
Clarius Group LLC
Washington
$508K – – –
TF
504
Tompkins Financial
New York
$508K – – –
TPA
505
Trivium Point Advisory
Connecticut
$502K -$41.9K -85 -8%
FHA
506
Flagship Harbor Advisors
Massachusetts
$495K -$41.9K -85 -8%
FRM
507
Fox Run Management
Connecticut
$494K +$479K +971 New
IFU
508
iSAM Funds (UK)
United Kingdom
$488K +$257K +522 +119%
TI
509
Tidal Investments
Wisconsin
$488K +$5.92K +12 +1%
RIM
510
Rakuten Investment Management
Japan
$482K +$474K +961 New
EA
511
Everpar Advisors
Oklahoma
$480K -$35.5K -72 -7%
AHC
512
Adell Harriman & Carpenter
Texas
$480K +$15.8K +32 +4%
EI
513
Ellevest Inc
New York
$479K +$2.96K +6 +0.6%
CFG
514
Certior Financial Group
Pennsylvania
$478K +$3.45K +7 +0.8%
ECM
515
Everence Capital Management
Indiana
$478K – – –
GI
516
GAMMA Investing
California
$478K +$200K +406 +76%
PAG
517
Private Advisor Group
New Jersey
$477K -$190K -386 -29%
GT
518
Greenleaf Trust
Michigan
$476K +$2.46K +5 +0.5%
DFG
519
Delta Financial Group
New Jersey
$476K – – –
QIM
520
Quantitative Investment Management
Virginia
$470K +$456K +926 New
TSMHT
521
Thurston Springer Miller Herd & Titak
Indiana
$469K +$29.1K +59 +7%
PFG
522
PAX Financial Group
Texas
$468K +$454K +921 New
MPWT
523
MassMutual Private Wealth & Trust
Connecticut
$468K -$493 -1 -0.1%
PFS
524
Prospera Financial Services
Texas
$464K +$986 +2 +0.2%
WC
525
Waterloo Capital
Texas
$463K +$83.3K +169 +23%
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