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Pool Corp

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
401
Cerity Partners
New York
$589K -$229K -674 -27%
LWCFA
402
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$580K -$50.9K -150 -7%
YIH
403
Y-Intercept (HK)
Hong Kong
$577K +$615K +1,814 New
NMERB
404
New Mexico Educational Retirement Board
New Mexico
$573K – – –
SC
405
Sepio Capital
Utah
$570K -$5.43K -16 -0.9%
AAM
406
Aureus Asset Management
Massachusetts
$564K – – –
MSRPS
407
Maryland State Retirement & Pension System
Maryland
$555K -$84.1K -248 -12%
RA
408
RiverPark Advisors
New York
$554K – – –
EA
409
Everpar Advisors
Oklahoma
$552K -$14.6K -43 -2%
ATC
410
Argent Trust Co
Tennessee
$552K +$106K +312 +22%
DC
411
Davenport & Co
Virginia
$541K +$41.7K +123 +8%
ECM
412
Everence Capital Management
Indiana
$538K +$251K +740 +78%
KIA
413
Knollwood Investment Advisory
Maryland
$527K – – –
HFO
414
Heritage Family Offices
Arizona
$527K +$123K +362 +28%
AWM
415
Apollon Wealth Management
South Carolina
$521K +$33.2K +98 +6%
AFG
416
Atomi Financial Group
New York
$517K -$9.5K -28 -2%
Commonwealth Equity Services
417
Commonwealth Equity Services
Massachusetts
$506K -$30.9K -91 -5%
Fifth Third Bancorp
418
Fifth Third Bancorp
Ohio
$504K +$31.5K +93 +6%
NAS
419
Nicolet Advisory Services
Wisconsin
$502K -$7.12K -21 -1%
CIG
420
CCM Investment Group
Minnesota
$491K +$529K +1,558 New
MM
421
MQS Management
New York
$486K +$518K +1,527 New
CL
422
Choreo LLC
Illinois
$481K -$355K -1,046 -41%
FIA
423
Foundations Investment Advisors
Arizona
$481K +$33.9K +100 +7%
CBA
424
Coastal Bridge Advisors
Connecticut
$479K +$511K +1,506 New
PAG
425
Private Advisor Group
New Jersey
$477K +$23.7K +70 +5%