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Pool Corp

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
301
Meridian Wealth Management
Kentucky
$625K +$4.79K +24 +0.8%
CCM
302
Cullen Capital Management
New York
$603K -$86.2K -432 -13%
Public Employees Retirement Association of Colorado
303
Public Employees Retirement Association of Colorado
Colorado
$601K
MCM
304
MAI Capital Management
Ohio
$601K +$474K +2,373 +564%
SAM
305
Storebrand Asset Management
Norway
$595K -$240K -1,202 -30%
ICP
306
Impact Capital Partners
Colorado
$584K -$226K -1,134 -29%
DDC
307
DF Dent & Co
Maryland
$559K
BMSSC
308
B. Metzler seel. Sohn & Co
Germany
$544K
X
309
Xponance
Pennsylvania
$535K -$388K -1,944 -44%
CFG
310
Citizens Financial Group
Rhode Island
$532K +$494K +2,476 New
EWM
311
Elevatus Welath Management
New York
$532K +$494K +2,474 New
AC
312
AlphaCore Capital
California
$528K +$491K +2,459 New
PAS
313
Park Avenue Securities
New York
$527K -$47.9K -240 -9%
MC
314
Machina Capital
France
$520K +$483K +2,422 New
SW
315
SVB Wealth
Massachusetts
$518K -$50.3K -252 -9%
LFAS
316
Level Four Advisory Services
Texas
$516K -$235K -1,178 -33%
KCP
317
Kera Capital Partners
California
$514K +$477K +2,392 New
FNBSF
318
First National Bank Sioux Falls
South Dakota
$510K
HFS
319
Hantz Financial Services
Michigan
$504K -$1.4K -7 -0.3%
SLAM
320
Swiss Life Asset Management
$502K +$38.1K +191 +9%
WB
321
WesBanco Bank
West Virginia
$501K
CWP
322
Curated Wealth Partners
California
$497K -$42.9K -215 -9%
AWM
323
Apollon Wealth Management
South Carolina
$487K +$27.7K +139 +7%
SIA
324
Soltis Investment Advisors
Utah
$483K +$17K +85 +4%
DT
325
Diversified Trust
Tennessee
$469K +$399 +2 +0.1%