We are live on ! Find out more
WSO icon

Watsco Inc

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
551
Heartwood Wealth Advisors
Virginia
$361K
EWA
552
EP Wealth Advisors
California
$360K +$112K +221 +41%
HWM
553
HB Wealth Management
Georgia
$359K +$383K +757 New
CWA
554
Centennial Wealth Advisory
Michigan
$358K +$11.1K +22 +3%
SFA
555
Sequoia Financial Advisors
Ohio
$356K +$101K +199 +36%
DWM
556
Dakota Wealth Management
Florida
$356K
IWA
557
Icon Wealth Advisors
Texas
$355K -$20.8K -41 -5%
WC
558
Waterloo Capital
Texas
$352K -$38K -75 -9%
WEG
559
World Equity Group
Illinois
$350K +$374K +738 New
ICM
560
Intrepid Capital Management
Florida
$349K -$1.8M -3,558 -83%
THCM
561
Taylor Hoffman Capital Management
Virginia
$343K
SF
562
Summit Financial
New Jersey
$336K +$107K +211 +42%
UM
563
UniSuper Management
Australia
$332K -$50.6K -100 -13%
CCA
564
Checchi Capital Advisers
California
$330K +$2.03K +4 +0.6%
MLA
565
My Legacy Advisors
Oregon
$329K +$10.6K +21 +3%
EGA
566
Eagle Global Advisors
Texas
$328K
GIM
567
Groesbeck Investment Management
New Jersey
$325K -$405K -800 -54%
PTP
568
Platform Technology Partners
New York
$325K
EC
569
EntryPoint Capital
New York
$322K +$344K +680 New
WC
570
Woodstock Corp
Massachusetts
$320K
FCBT
571
First Citizens Bank & Trust
North Carolina
$319K +$27.3K +54 +9%
BFG
572
Bleakley Financial Group
New Jersey
$319K +$26.8K +53 +9%
FC
573
Fulcrum Capital
Washington
$318K +$26.3K +52 +8%
Bank of Nova Scotia
574
Bank of Nova Scotia
Ontario, Canada
$315K -$522K -1,031 -61%
PWP
575
Phillips Wealth Planners
Mississippi
$315K -$69.4K -137 -17%