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Pool Corp
POOL

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
376
Mission Wealth Management
California
$570K -$52K -166 -8%
AWA
377
Arkadios Wealth Advisors
Georgia
$567K +$122K +388 +27%
MYIA
378
Mount Yale Investment Advisors
Colorado
$564K +$159K +508 +39%
SCM
379
Sterling Capital Management
North Carolina
$563K -$43.6K -139 -7%
LWCFA
380
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$563K – – –
STA
381
Summit Trail Advisors
New York
$558K +$564K +1,800 New
BG
382
Bahl & Gaynor
Ohio
$557K – – –
EF
383
Empowered Funds
Pennsylvania
$554K -$731K -2,333 -57%
KAS
384
Kestra Advisory Services
Texas
$551K +$76.2K +243 +16%
AAM
385
Aureus Asset Management
Massachusetts
$549K – – –
ATPW
386
Ashton Thomas Private Wealth
Arizona
$548K +$51.1K +163 +10%
O
387
Ossiam
France
$545K +$23.2K +74 +4%
MSRPS
388
Maryland State Retirement & Pension System
Maryland
$540K – – –
IMCOOI
389
Investment Management Corp of Ontario (IMCO)
Canada
$539K +$251K +802 +86%
CG
390
Caprock Group
Idaho
$535K +$540K +1,723 New
RA
391
RiverPark Advisors
New York
$532K -$25.1K -80 -4%
VI
392
Vestcor Inc
New Brunswick, Canada
$532K -$54.2K -173 -9%
ZIM
393
Zacks Investment Management
Illinois
$531K -$45.4K -145 -8%
HFO
394
Heritage Family Offices
Arizona
$529K +$16K +51 +3%
LSERS
395
Louisiana State Employees Retirement System
Louisiana
$527K -$94K -300 -15%
NMERB
396
New Mexico Educational Retirement Board
New Mexico
$527K -$31.3K -100 -6%
KIA
397
Knollwood Investment Advisory
Maryland
$513K – – –
SAM
398
Securian Asset Management
Minnesota
$509K -$98.7K -315 -16%
TMAM
399
Tokio Marine Asset Management
Japan
$507K -$10.5M -33,446 -95%
ATC
400
Argent Trust Co
Tennessee
$504K -$47K -150 -8%
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16
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