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Watsco Inc

Name Holding Trade Value Shares
Change
Change in
Stake
STA
601
Summit Trail Advisors
New York
$252K +$1.37K +3 +0.6%
AWA
602
Arkadios Wealth Advisors
Georgia
$250K +$2.74K +6 +1%
NCM
603
Northside Capital Management
Oregon
$245K – – –
BCV
604
Banque Cantonale Vaudoise
Switzerland
$244K +$240K +525 New
BFA
605
Beaumont Financial Advisors
Massachusetts
$244K – – –
Holocene Advisors
606
Holocene Advisors
New York
$242K -$12.1M -26,577 -98%
HAG
607
HighPoint Advisor Group
Illinois
$242K -$4.57K -10 -2%
CWM
608
Cordatus Wealth Management
Pennsylvania
$239K +$236K +516 New
LI
609
LRI Investments
Florida
$235K +$224K +491 +3,069%
FFM
610
Forum Financial Management
Illinois
$233K +$457 +1 +0.2%
BFC
611
Bedel Financial Consulting
Indiana
$232K – – –
CCM
612
Campbell Capital Management
Florida
$232K – – –
SF
613
Synovus Financial
Georgia
$231K +$2.74K +6 +1%
JFG
614
Jefferies Financial Group
New York
$229K +$226K +495 New
RWA
615
River Wealth Advisors
Pennsylvania
$228K -$25.1K -55 -10%
TW
616
TritonPoint Wealth
Maryland
$228K -$55.3K -121 -20%
BCG
617
Breakwater Capital Group
New Jersey
$227K – – –
VFA
618
Voya Financial Advisors
Connecticut
$225K -$82.7K -181 -27%
TWP
619
Tower Wealth Partners
Pennsylvania
$224K – – –
PP
620
Prudential plc
United Kingdom
$221K – – –
IAIM
621
International Assets Investment Management
Florida
$221K -$914 -2 -0.4%
FHA
622
First Horizon Advisors
Tennessee
$220K +$16.5K +36 +8%
AFG
623
Atomi Financial Group
New York
$219K +$216K +473 New
BTWM
624
Baker Tilly Wealth Management
Wisconsin
$218K -$293K -642 -58%
RIM
625
Rakuten Investment Management
Japan
$216K +$79.5K +174 +59%