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Pool Corp

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
426
HB Wealth Management
Georgia
$268K -$70.5K -271 -19%
Mackenzie Financial
427
Mackenzie Financial
Ontario, Canada
$265K +$17.2K +66 +6%
EF
428
Empirical Finance
Pennsylvania
$261K -$12.7K -49 -4%
Baird Financial Group
429
Baird Financial Group
Wisconsin
$260K -$8.27M -31,777 -97%
OAM
430
Oxford Asset Management
United Kingdom
$256K +$292K +1,121 New
AssetMark Inc
431
AssetMark Inc
California
$255K +$16.1K +62 +6%
ETC
432
Exchange Traded Concepts
Oklahoma
$255K +$36.4K +140 +14%
KCP
433
Kera Capital Partners
California
$254K +$260K +1,000 New
AU
434
AlphaGrep UK
$253K +$288K +1,107 New
VV
435
Verity & Verity
South Carolina
$252K -$59.6K -229 -17%
HI
436
Horizon Investments
North Carolina
$247K +$4.42K +17 +2%
FAM
437
Fenimore Asset Management
New York
$247K -$76.7K -295 -21%
IWA
438
Icon Wealth Advisors
Texas
$244K +$277K +1,066 New
ECM
439
Everence Capital Management
Indiana
$243K
WAS
440
Wealth Advisory Solutions
Indiana
$241K +$274K +1,055 New
WANY
441
Wealthspire Advisors (New York)
New York
$240K +$12.5K +48 +5%
NMIMC
442
Northwestern Mutual Investment Management Company
Wisconsin
$240K
1C
443
111 Capital
France
$240K +$272K +1,047 New
Fayez Sarofim & Co
444
Fayez Sarofim & Co
Texas
$237K -$14.8K -57 -5%
OA
445
Oak Associates
Ohio
$236K
HAG
446
HighPoint Advisor Group
Illinois
$234K -$12.5K -48 -4%
Fifth Third Bancorp
447
Fifth Third Bancorp
Ohio
$233K -$38.8K -149 -13%
MWM
448
Modern Wealth Management
Kansas
$230K +$261K +1,005 New
SPIA
449
Steward Partners Investment Advisory
New York
$227K +$9.1K +35 +4%
SC
450
Sepio Capital
Utah
$223K -$165K -635 -39%