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Pool Corp

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
276
Mercer Global Advisors
Colorado
$231K +$217K +1,399 New
PA
277
Parallel Advisors
California
$223K -$104K -667 -33%
PAS
278
Park Avenue Securities
New York
$219K +$203K +1,306 New
CAN
279
Claraphi Advisory Network
United States
$214K -$37.6K -242 -16%
Cerity Partners
280
Cerity Partners
New York
$213K +$201K +1,293 New
H
281
Hexavest
Quebec, Canada
$209K
BBNA
282
Bremer Bank National Association
Minnesota
$209K +$177K +1,140 New
AP
283
Advisor Partners
California
$208K +$196K +1,260 New
YIA
284
YHB Investment Advisors
Connecticut
$205K +$193K +1,243 New
Northwestern Mutual Wealth Management
285
Northwestern Mutual Wealth Management
Wisconsin
$197K +$4.04K +26 +2%
SP
286
Symmetry Partners
Connecticut
$189K +$32.6K +210 +22%
CAM
287
Cresset Asset Management
Illinois
$159K +$33.4K +215 +29%
HH
288
HWG Holdings
Texas
$154K +$155 +1 +0.1%
YWP
289
YorkBridge Wealth Partners
New York
$148K +$4.66K +30 +3%
CAPTRUST Financial Advisors
290
CAPTRUST Financial Advisors
North Carolina
$128K +$15.7K +101 +15%
FHB
291
First Hawaiian Bank
Hawaii
$100K -$130K -835 -58%
WAM
292
Wealthspire Advisors (Maryland)
Maryland
$100K +$14.9K +96 +19%
MCM
293
Manchester Capital Management
Vermont
$94K +$88.6K +571 New
RIA
294
Realta Investment Advisors
Delaware
$90K +$86.5K +557 New
GAM
295
GQ Asset Management
New York
$84K +$79.2K +510 New
OWA
296
One Wealth Advisors
California
$80K +$75.1K +484 New
S
297
SignatureFD
Georgia
$77K
AP
298
Advisors Preferred
Maryland
$77K +$72.7K +468 New
CFS
299
Ceros Financial Services
Maryland
$77K +$72.7K +468 New
HNB
300
Huntington National Bank
Ohio
$76K -$776 -5 -1%