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Watsco Inc

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
576
Arkadios Wealth Advisors
Georgia
$317K +$50.5K +105 +19%
RIM
577
Rakuten Investment Management
Japan
$315K +$81.2K +169 +36%
MWM
578
Modern Wealth Management
Kansas
$309K +$481 +1 +0.2%
BFG
579
Bleakley Financial Group
New Jersey
$305K -$8.65K -18 -3%
FCBT
580
First Citizens Bank & Trust
North Carolina
$305K -$46.6K -97 -14%
S
581
SignatureFD
Georgia
$305K -$17.3K -36 -5%
FC
582
Fulcrum Capital
Washington
$304K – – –
AssetMark Inc
583
AssetMark Inc
California
$301K +$17.8K +37 +6%
FFO
584
Fiduciary Family Office
Florida
$301K -$529K -1,100 -64%
GWM
585
Geneos Wealth Management
Colorado
$299K +$110K +228 +60%
KFA
586
Krane Funds Advisors
New York
$299K -$1.44K -3 -0.5%
BAMF
587
BI Asset Management Fondsmaeglerselskab
Denmark
$296K -$100K -208 -26%
BBW
588
Blue Barn Wealth
Utah
$296K -$1.92K -4 -0.7%
BCFD
589
Boit C.F. David
$295K – – –
NPT
590
Nixon Peabody Trust
Massachusetts
$295K – – –
WPW
591
Waldron Private Wealth
Pennsylvania
$289K – – –
PFBT
592
Parkside Financial Bank & Trust
Missouri
$287K +$11.5K +24 +4%
CAG
593
Csenge Advisory Group
Florida
$286K -$961 -2 -0.3%
QCG
594
Quadrant Capital Group
Ohio
$285K +$10.1K +21 +4%
LT
595
Legacy Trust
Michigan
$285K – – –
NC
596
Napatree Capital
Rhode Island
$283K -$24K -50 -8%
SG Americas Securities
597
SG Americas Securities
New York
$282K +$275K +573 New
STA
598
Summit Trail Advisors
New York
$281K +$13.5K +28 +5%
PFS
599
Prospect Financial Services
New York
$280K +$9.61K +20 +4%
IAS
600
Insigneo Advisory Services
Florida
$280K -$42.8K -89 -14%