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Pool Corp

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
426
Freedom Investment Management
Connecticut
$623K +$10.9K +26 +2%
BTWM
427
Baker Tilly Wealth Management
Wisconsin
$623K +$112K +266 +24%
HIIFS
428
Harel Insurance Investments & Financial Services
Israel
$622K -$131K -311 -43%
CI
429
Cigna Investments
Connecticut
$620K -$44.2K -105 -7%
EGM
430
Engineers Gate Manager
New York
$612K -$243K -578 -30%
AIL
431
AGF Investments LLC
Ontario, Canada
$607K -$264K -626 -32%
KFA
432
Krane Funds Advisors
New York
$582K -$4.63K -11 -0.9%
KAS
433
Kestra Advisory Services
Texas
$574K +$18.1K +43 +4%
CWM
434
Circle Wealth Management
New Jersey
$567K – – –
Wolverine Trading
435
Wolverine Trading
Illinois
$553K +$501K +1,189 New
MC
436
Maverick Capital
Texas
$550K -$646K -1,534 -56%
ECM
437
Everence Capital Management
Indiana
$546K – – –
MWM
438
Mission Wealth Management
California
$544K -$23.2K -55 -4%
ATC
439
Argent Trust Co
Tennessee
$534K +$21.9K +52 +5%
MPPW
440
Mitchell & Pahl Private Wealth
Oklahoma
$534K +$40.4K +96 +9%
FAM
441
Fred Alger Management
New York
$532K – – –
MMA
442
Miracle Mile Advisors
California
$528K +$485K +1,152 New
V
443
Veritable
Delaware
$524K -$842 -2 -0.2%
DACG
444
Donor Advised Charitable Giving
California
$523K – – –
Westfield Capital Management
445
Westfield Capital Management
Massachusetts
$523K +$480K +1,140 New
FC
446
FORA Capital
Florida
$518K +$475K +1,129 New
DCM
447
Driehaus Capital Management
Illinois
$515K +$473K +1,123 New
IRF
448
IBM Retirement Fund
New York
$512K -$91.8K -218 -16%
FBT
449
First Bank & Trust
South Dakota
$510K -$108K -256 -19%
MME
450
Meag Munich Ergo
Germany
$510K +$468K +1,111 New