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Watsco Inc

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
501
Northwestern Mutual Wealth Management
Wisconsin
$362K +$45.3K +106 +13%
TYCC
502
Texas Yale Capital Corp
Florida
$360K +$381K +891 New
FLPIM
503
F.L. Putnam Investment Management
Massachusetts
$359K -$8.55K -20 -2%
PFG
504
PAX Financial Group
Texas
$359K +$18.8K +44 +5%
CIA
505
Compass Ion Advisors
Pennsylvania
$359K -$7.27K -17 -2%
FFM
506
Forum Financial Management
Illinois
$358K +$168K +393 +80%
WC
507
Waterloo Capital
Texas
$357K +$2.99K +7 +0.8%
AAP
508
Arax Advisory Partners
Colorado
$354K +$283K +663 +314%
FHA
509
Flagship Harbor Advisors
Massachusetts
$353K -$29.5K -69 -7%
IFWM
510
Institute for Wealth Management
Colorado
$351K +$372K +869 New
PVI
511
Pine Valley Investments
New Jersey
$351K – – –
VFA
512
Valeo Financial Advisors
Indiana
$347K -$75.3K -176 -17%
Lido Advisors
513
Lido Advisors
California
$345K -$118K -277 -25%
O
514
Ossiam
France
$340K +$106K +249 +42%
BFO
515
Boston Family Office
Massachusetts
$338K – – –
SO
516
STRS Ohio
Ohio
$336K – – –
TPA
517
Trivium Point Advisory
Connecticut
$331K -$51.7K -121 -13%
CG
518
Cynosure Group
Utah
$329K – – –
MPWT
519
MassMutual Private Wealth & Trust
Connecticut
$329K -$14.1K -33 -4%
FDCP
520
Foster Dykema Cabot & Partners
Massachusetts
$327K – – –
CFB
521
Cullen/Frost Bankers
Texas
$325K +$4.28K +10 +1%
PA
522
Profund Advisors
Maryland
$325K +$15.4K +36 +5%
SI
523
Stephens Inc
Arkansas
$323K +$5.13K +12 +2%
GT
524
Greenleaf Trust
Michigan
$322K +$12K +28 +4%
DWT
525
Dorsey & Whitney Trust
South Dakota
$319K +$5.13K +12 +2%