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Pool Corp

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
401
Vanguard Personalized Indexing Management
California
$771K -$17.8K -52 -2%
AWAU
402
Alliance Wealth Advisors (Utah)
Utah
$764K +$49.9K +146 +8%
LWCFA
403
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$759K +$25.6K +75 +4%
PA
404
Paragon Advisors
Texas
$751K -$450K -1,317 -40%
GCC
405
Guardian Capital (Canada)
Ontario, Canada
$749K +$273K +800 +67%
QCM
406
Quantinno Capital Management
New York
$738K -$717K -2,098 -52%
Cetera Investment Advisers
407
Cetera Investment Advisers
Illinois
$732K +$22.9K +67 +4%
PFG
408
PAX Financial Group
Texas
$730K -$44.4K -130 -6%
Fayez Sarofim & Co
409
Fayez Sarofim & Co
Texas
$729K +$137K +400 +26%
YC
410
Yarbrough Capital
Tennessee
$727K
IWA
411
Intercontinental Wealth Advisors
Texas
$719K +$23.9K +70 +4%
NMERB
412
New Mexico Educational Retirement Board
New Mexico
$712K +$34.2K +100 +6%
FNA
413
First National Advisers
Nebraska
$707K +$175K +511 +37%
LTAS
414
Linden Thomas Advisory Services
North Carolina
$706K +$54K +158 +9%
M&T Bank
415
M&T Bank
New York
$703K +$56.1K +164 +10%
BFM
416
Boothbay Fund Management
New York
$696K -$463K -1,354 -42%
KAS
417
Kestra Advisory Services
Texas
$692K +$12.6K +37 +2%
VI
418
Versor Investments
New York
$666K +$26.7K +78 +5%
AAM
419
Aureus Asset Management
Massachusetts
$663K
FBT
420
First Bank & Trust
South Dakota
$659K +$51.6K +151 +9%
AAS
421
Avantax Advisory Services
Texas
$655K +$25.3K +74 +4%
PFO
422
Pathstone Family Office
New Jersey
$645K +$110K +323 +22%
SLAM
423
Swiss Life Asset Management
$641K -$3.68M -10,760 -86%
MGP
424
Metis Global Partners
California
$641K -$8.55K -25 -1%
MLICM
425
Metropolitan Life Insurance Company (MetLife)
New York
$638K -$15.4K -45 -3%