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Pool Corp

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
426
Wealthspire Advisors (Maryland)
Maryland
$243K -$16.7K -54 -7%
FB
427
Fulton Bank
Pennsylvania
$242K +$224K +724 New
DT
428
Diversified Trust
Tennessee
$240K +$222K +718 New
FAAS
429
First Allied Advisory Services
California
$235K -$22.3K -72 -9%
CAG
430
Csenge Advisory Group
Florida
$230K +$216K +700 New
FSC
431
Full Sail Capital
Oklahoma
$228K +$184K +595 New
UTC
432
Unified Trust Company
Kentucky
$225K +$208K +674 New
QC
433
QCM Cayman
Texas
$223K +$207K +668 New
BPA
434
Beacon Pointe Advisors
California
$221K +$204K +660 New
MAP
435
Moody Aldrich Partners
Massachusetts
$216K +$200K +646 New
BBNA
436
Bremer Bank National Association
Minnesota
$208K +$192K +621 New
NNP
437
Nachman Norwood & Parrott
South Carolina
$207K +$191K +619 New
6M
438
6 Meridian
Kansas
$205K -$128K -414 -40%
CWM
439
Connecticut Wealth Management
Connecticut
$204K +$189K +611 New
JF
440
Jump Financial
Illinois
$201K +$186K +600 New
IWA
441
Intercontinental Wealth Advisors
Texas
$201K +$186K +601 New
FHC
442
First Horizon Corporation
Tennessee
$198K +$183K +593 New
SPIA
443
Steward Partners Investment Advisory
New York
$193K +$50.7K +164 +40%
S
444
SignatureFD
Georgia
$154K +$928 +3 +0.7%
AAM
445
Advisors Asset Management
Colorado
$151K +$140K +452 New
SFS
446
Sowell Financial Services
Arkansas
$143K -$29.7K -96 -18%
MAM
447
Marquette Asset Management
Minnesota
$140K – – –
RTC
448
Riverview Trust Company
Washington
$129K – – –
SI
449
Stephens Inc
Arkansas
$128K +$10.8K +35 +10%
FHA
450
First Horizon Advisors
Tennessee
$121K +$3.09K +10 +3%