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Watsco Inc

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
551
Checchi Capital Advisers
California
$321K
MLA
552
My Legacy Advisors
Oregon
$320K +$98.7K +216 +46%
SQA
553
Simon Quick Advisors
New Jersey
$317K +$27.9K +61 +10%
PTP
554
Platform Technology Partners
New York
$317K +$313K +685 New
WC
555
Woodstock Corp
Massachusetts
$313K
CL
556
Choreo LLC
Illinois
$310K +$307K +672 New
ADIM
557
Alpha DNA Investment Management
Maryland
$309K +$67.2K +147 +28%
WC
558
Waterloo Capital
Texas
$308K +$304K +665 New
Assenagon Asset Management
559
Assenagon Asset Management
Luxembourg
$308K +$59.9K +131 +25%
TWM
560
Thrive Wealth Management
Pennsylvania
$307K +$28.3K +62 +10%
Teacher Retirement System of Texas
561
Teacher Retirement System of Texas
Texas
$306K -$91.9K -201 -23%
S
562
SignatureFD
Georgia
$304K +$44.8K +98 +18%
IAS
563
Insigneo Advisory Services
Florida
$304K +$7.31K +16 +2%
BFG
564
Bleakley Financial Group
New Jersey
$296K -$457 -1 -0.2%
SW
565
Simplicity Wealth
New Jersey
$296K -$457 -1 -0.2%
MWM
566
Modern Wealth Management
Kansas
$291K +$287K +627 New
NC
567
Napatree Capital
Rhode Island
$290K +$33.4K +73 +13%
SLAM
568
Swiss Life Asset Management
$289K -$95.1K -208 -25%
AAIS
569
ABN AMRO Investment Solutions
$288K +$284K +622 New
LSPW
570
Lake Street Private Wealth
Illinois
$288K
RVPG
571
Relative Value Partners Group
$288K +$284K +621 New
UF
572
Univest Financial
Pennsylvania
$287K -$18.3K -40 -6%
FC
573
Fulcrum Capital
Washington
$287K
IGAM
574
iA Global Asset Management
Quebec, Canada
$284K +$280K +613 New
KFA
575
Krane Funds Advisors
New York
$283K -$217K -475 -44%