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Pool Corp

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
326
Valeo Financial Advisors
Indiana
$6K – – –
BOPW
327
Brandywine Oak Private Wealth
Pennsylvania
$5K +$5.09K +34 New
CMBA
328
C.M. Bidwell & Associates
Hawaii
$4K – – –
EARNEST Partners
329
EARNEST Partners
Georgia
$4K – – –
IFAM
330
Institutional & Family Asset Management
Colorado
$4K – – –
ST
331
Smithfield Trust
Pennsylvania
$4K – – –
FRA
332
Front Row Advisors
California
$3K -$898 -6 -24%
NFG
333
Next Financial Group
Texas
$3K – – –
MSA
334
Marino Stram & Associates
Massachusetts
$3K +$2.25K +15 New
CAW
335
Cornerstone Advisors (Washington)
Washington
$2K – – –
MPWT
336
MassMutual Private Wealth & Trust
Connecticut
$1.64K – – –
AssetMark Inc
337
AssetMark Inc
California
$1K -$5.09K -34 -79%
Carson Wealth (CWM LLC)
338
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
LFG
339
Larson Financial Group
Missouri
$1K +$748 +5 New
AIA
340
Alera Investment Advisors
Illinois
$1K +$898 +6 New
WCA
341
Waratah Capital Advisors
Ontario, Canada
– -$16.1M -96,204 Closed
BG
342
Bahl & Gaynor
Ohio
– -$2.65M -15,860 Closed
WAM
343
Wolverine Asset Management
Illinois
– -$2.45M -14,675 Closed
Pacer Advisors
344
Pacer Advisors
Pennsylvania
– -$2.4M -14,394 Closed
TPCM
345
Three Peaks Capital Management
Colorado
– -$1.69M -10,109 Closed
Twin Tree Management
346
Twin Tree Management
Texas
– -$1.56M -9,347 Closed
LMGAM
347
Liberty Mutual Group Asset Management
Massachusetts
– -$1.34M -8,059 Closed
KJHP
348
K.J. Harrison & Partners
Ontario, Canada
– -$834K -5,000 Closed
Teacher Retirement System of Texas
349
Teacher Retirement System of Texas
Texas
– -$797K -4,773 Closed
VIA
350
Vident Investment Advisory
Georgia
– -$760K -4,556 Closed