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Pool Corp

Name Holding Trade Value Shares
Change
Change in
Stake
PA
301
Parallel Advisors
California
$18K – – –
TCM
302
Tradewinds Capital Management
Washington
$18K – – –
LF
303
Lee Financial
Texas
$16K – – –
TDC
304
Thompson Davis & Co
Virginia
$16K +$147 +1 +1%
CI
305
CX Institutional
Indiana
$16K +$15.3K +104 New
GBBWRPM
306
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$15K – – –
IA
307
IFP Advisors
Florida
$13K +$734 +5 +6%
Fifth Third Bancorp
308
Fifth Third Bancorp
Ohio
$12K – – –
FANJ
309
Financial Architects (New Jersey)
New Jersey
$11K – – –
MCM
310
MV Capital Management
Maryland
$11K – – –
FHA
311
Flagship Harbor Advisors
Massachusetts
$11K +$10.9K +74 New
CHP
312
Cable Hill Partners
Oregon
$10K – – –
TL
313
TrueWealth LLC
Georgia
$10K – – –
SMFS
314
Squar Milner Financial Services
California
$10K +$9.98K +68 New
QCG
315
Quadrant Capital Group
Ohio
$9K +$2.2K +15 +31%
CF
316
Centaurus Financial
California
$8K +$7.34K +50 New
ASN
317
Advisory Services Network
Georgia
$7K – – –
AssetMark Inc
318
AssetMark Inc
California
$7K +$734 +5 +13%
SIAS
319
Shine Investment Advisory Services
Colorado
$6K – – –
IWP
320
Icon Wealth Partners
Texas
$6K +$6.02K +41 New
ST
321
Smithfield Trust
Pennsylvania
$5K – – –
CMBA
322
C.M. Bidwell & Associates
Hawaii
$4K – – –
EARNEST Partners
323
EARNEST Partners
Georgia
$4K – – –
FRA
324
Front Row Advisors
California
$4K – – –
IFAM
325
Institutional & Family Asset Management
Colorado
$4K – – –