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Watsco Inc

Name Holding Trade Value Shares
Change
Change in
Stake
ECM
551
Evergreen Capital Management
Washington
$273K +$1.21K +3 +0.5%
KIA
552
Knollwood Investment Advisory
Maryland
$272K – – –
AWM
553
Apollon Wealth Management
South Carolina
$271K +$22.9K +57 +10%
FFP
554
FourThought Financial Partners
Florida
$271K – – –
BCFD
555
Boit C.F. David
$270K – – –
SQA
556
Simon Quick Advisors
New Jersey
$270K +$24.9K +62 +11%
LSPW
557
Lake Street Private Wealth
Illinois
$268K – – –
AssetMark Inc
558
AssetMark Inc
California
$268K +$77.1K +192 +45%
FC
559
Fulcrum Capital
Washington
$267K – – –
SC
560
Savant Capital
Illinois
$262K +$9.64K +24 +4%
PWLP
561
Prio Wealth Limited Partnership
Massachusetts
$260K – – –
TWM
562
Thrive Wealth Management
Pennsylvania
$260K +$16.1K +40 +7%
NPT
563
Nixon Peabody Trust
Massachusetts
$259K – – –
HT
564
Headlands Technologies
Illinois
$258K -$259K -645 -52%
C
565
Covestor
United Kingdom
$252K +$83.6K +208 +56%
WPW
566
Waldron Private Wealth
Pennsylvania
$251K -$16.1K -40 -6%
LT
567
Legacy Trust
Michigan
$251K – – –
NC
568
Napatree Capital
Rhode Island
$248K -$22.1K -55 -9%
ICG
569
InterOcean Capital Group
Tennessee
$246K +$12.9K +32 +6%
HAG
570
HighPoint Advisor Group
Illinois
$245K +$18.1K +45 +10%
CAG
571
Csenge Advisory Group
Florida
$245K +$228K +567 New
BAM
572
Boyar Asset Management
New York
$241K -$8.04K -20 -3%
S
573
SignatureFD
Georgia
$241K -$4.82K -12 -2%
APG Asset Management
574
APG Asset Management
Netherlands
$240K – – –
TWM
575
Tradition Wealth Management
Minnesota
$240K +$1.21K +3 +0.5%