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Watsco Inc

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
601
Sequoia Financial Advisors
Ohio
$272K +$2.4K +5 +0.9%
AAM
602
Aureus Asset Management
Massachusetts
$271K
ASN
603
Advisory Services Network
Georgia
$270K
NRD
604
Nebula Research & Development
New York
$267K +$261K +542 New
EWA
605
EP Wealth Advisors
California
$265K +$259K +539 New
FIM
606
Freedom Investment Management
Connecticut
$264K -$12K -25 -4%
CAG
607
Crestwood Advisors Group
Massachusetts
$263K -$14.9K -31 -5%
IA
608
IFP Advisors
Florida
$262K -$27.4K -57 -10%
NCM
609
Northside Capital Management
Oregon
$260K
SFI
610
Siemens Fonds Invest
Germany
$256K +$163K +340 +34%
CWM
611
Cordatus Wealth Management
Pennsylvania
$253K -$961 -2 -0.4%
OR
612
Olympiad Research
Connecticut
$252K +$247K +513 New
PCM
613
Prelude Capital Management
New York
$252K +$247K +513 New
FHA
614
First Horizon Advisors
Tennessee
$252K +$18.3K +38 +8%
KF
615
KKM Financial
Illinois
$250K +$244K +508 New
LI
616
LRI Investments
Florida
$248K -$16.8K -35 -7%
SI
617
Seeds Investor
New York
$248K -$267K -556 -52%
FFM
618
Forum Financial Management
Illinois
$248K +$481 +1 +0.2%
BFC
619
Bedel Financial Consulting
Indiana
$246K
RWA
620
River Wealth Advisors
Pennsylvania
$246K +$3.85K +8 +2%
SF
621
Summit Financial
New Jersey
$245K +$30.8K +64 +15%
BTI
622
Blue Trust Inc
Georgia
$244K +$148K +307 +140%
1IA
623
1834 Investment Advisors
Wisconsin
$243K -$55.8K -116 -19%
SF
624
Synovus Financial
Georgia
$242K -$2.88K -6 -1%
BCG
625
Breakwater Capital Group
New Jersey
$242K