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Pool Corp

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
301
Northwestern Mutual Wealth Management
Wisconsin
$260K +$17.3K +90 +8%
AP
302
Advisor Partners
California
$259K +$2.31K +12 +0.9%
SMFS
303
Squar Milner Financial Services
California
$249K +$133K +691 +1,304%
CI
304
Cigna Investments
Connecticut
$248K
OCG
305
Opus Capital Group
Ohio
$241K -$2.12K -11 -0.9%
PAS
306
Park Avenue Securities
New York
$240K -$19.9K -103 -8%
NB
307
Northwest Bancshares
Pennsylvania
$240K
DADC
308
D.A. Davidson & Co
Montana
$238K +$5.78K +30 +3%
MFG
309
Magnus Financial Group
New York
$237K +$8.48K +44 +4%
Connor, Clark & Lunn Investment Management (CC&L)
310
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$237K +$227K +1,175 New
HBT
311
Hills Bank & Trust
Iowa
$232K
PCS
312
Personal CFO Solutions
New Jersey
$232K +$222K +1,151 New
CS
313
Comerica Securities
Michigan
$231K -$62.1K -322 -22%
SP
314
Symmetry Partners
Connecticut
$231K
DACG
315
Donor Advised Charitable Giving
California
$230K +$220K +1,140 New
Mercer Global Advisors
316
Mercer Global Advisors
Colorado
$229K -$65.3K -339 -23%
RJT
317
Raymond James Trust
Florida
$225K -$49.9K -259 -19%
EGM
318
Engineers Gate Manager
New York
$222K -$2.19M -11,357 -91%
FA
319
Fortis Advisors
Pennsylvania
$217K
UCFA
320
United Capital Financial Advisors
Texas
$212K -$30.5K -158 -13%
HB
321
Homrich & Berg
Georgia
$207K +$197K +1,024 New
CAN
322
Claraphi Advisory Network
United States
$201K -$38.6K -200 -17%
MAM
323
Meeder Asset Management
Ohio
$192K +$183K +948 +15,800%
ASN
324
Advisory Services Network
Georgia
$179K
UFF
325
USA Financial Formulas
Michigan
$168K +$161K +833 New