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Pool Corp

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
401
Kestra Private Wealth Services
Texas
$761K +$699K +1,659 New
RJT
402
Raymond James Trust
Florida
$753K -$59.4K -141 -8%
AO
403
Advisor OS
Illinois
$741K +$284K +675 +72%
EOJOAM
404
E. Ohman J:or Asset Management
Sweden
$734K – – –
BCV
405
Banque Cantonale Vaudoise
Switzerland
$733K – – –
QIM
406
Quantitative Investment Management
Virginia
$729K +$670K +1,591 New
EA
407
Emerald Advisers
Pennsylvania
$725K – – –
AWM
408
Apollon Wealth Management
South Carolina
$722K -$80.8K -192 -11%
LP
409
LMR Partners
United Kingdom
$721K +$662K +1,572 New
ClearBridge Investments
410
ClearBridge Investments
New York
$716K -$6.74K -16 -1%
UH
411
Unigestion Holding
Switzerland
$712K +$644K +1,530 New
ED
412
Exane Derivatives
France
$704K +$304K +722 +93%
TRCT
413
Tower Research Capital (TRC)
New York
$691K -$159K -378 -20%
AAS
414
Avantax Advisory Services
Texas
$691K +$635K +1,508 New
SF
415
Symphony Financial
Texas
$686K – – –
EP
416
Edgestream Partners
New Jersey
$686K +$629K +1,495 New
PFO
417
Pathstone Family Office
New Jersey
$684K +$98.1K +233 +19%
F
418
F3Logic
Minnesota
$678K -$10.5K -25 -2%
BAMF
419
BI Asset Management Fondsmaeglerselskab
Denmark
$678K – – –
PCM
420
Prelude Capital Management
New York
$656K +$602K +1,430 New
M&T Bank
421
M&T Bank
New York
$651K +$10.5K +25 +2%
SFSG
422
Sound Financial Strategies Group
Mississippi
$648K +$595K +1,413 New
FA
423
Faithward Advisors
Pennsylvania
$637K -$1.22M -2,895 -68%
PA
424
Parallel Advisors
California
$631K +$9.69K +23 +2%
Vanguard Personalized Indexing Management
425
Vanguard Personalized Indexing Management
California
$630K +$579K +1,374 New