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Pool Corp

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
376
Perigon Wealth Management
California
$316K -$166K -830 -36%
WIA
377
World Investment Advisors
California
$315K -$599 -3 -0.2%
WA
378
Waddell & Associates
Tennessee
$314K +$291K +1,460 New
PIA
379
Perennial Investment Advisors
California
$307K +$18.6K +93 +7%
FIA
380
Foundations Investment Advisors
Arizona
$305K +$3.99K +20 +1%
PC
381
PCB Capital
New Jersey
$302K +$281K +1,406 New
AFG
382
Atomi Financial Group
New York
$301K +$279K +1,398 New
EC
383
EntryPoint Capital
New York
$293K
1832 Asset Management
384
1832 Asset Management
Ontario, Canada
$291K +$270K +1,352 New
CI
385
CX Institutional
Indiana
$290K +$91.2K +457 +51%
HIP
386
HUB Investment Partners
Texas
$288K +$267K +1,338 New
EM
387
ELCO Management
New York
$287K -$45.5K -228 -15%
OIAM
388
OFI Invest Asset Management
France
$287K +$4.79K +24 +2%
YDMI
389
Y.D. More Investments
Israel
$285K +$11.8K +59 +5%
Brown Advisory
390
Brown Advisory
Maryland
$285K +$265K +1,327 New
Rockefeller Capital Management
391
Rockefeller Capital Management
New York
$279K -$14.8M -74,281 -98%
LCWP
392
Legacy Capital Wealth Partners
Arkansas
$278K +$28.7K +144 +13%
MMA
393
Miracle Mile Advisors
California
$276K +$256K +1,284 New
BM
394
Belfer Management
New York
$276K +$256K +1,283 New
Empower Advisory Group
395
Empower Advisory Group
Colorado
$274K -$35.3K -177 -12%
Commonwealth Equity Services
396
Commonwealth Equity Services
Massachusetts
$273K -$29.7K -149 -10%
SMA
397
Sage Mountain Advisors
Georgia
$269K +$249K +1,250 New
PWG
398
Portside Wealth Group
Utah
$267K -$123K -615 -33%
AWCI
399
Alpine Woods Capital Investors
New York
$267K +$24.9K +125 +11%
SCA
400
Snowden Capital Advisors
New York
$265K +$246K +1,235 New