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Pool Corp

Name Holding Trade Value Shares
Change
Change in
Stake
TW
451
TrinityPoint Wealth
Connecticut
$450K +$508K +1,281 New
Holocene Advisors
452
Holocene Advisors
New York
$445K +$502K +1,267 New
OWM
453
OneAscent Wealth Management
Alabama
$428K +$33.3K +84 +7%
LSA
454
Leonteq Securities AG
Switzerland
$424K +$112K +283 +31%
CIA
455
Choate Investment Advisors
Massachusetts
$421K +$476K +1,200 New
ECM
456
Everence Capital Management
Indiana
$418K – – –
TFS
457
Thoroughbred Financial Services
Tennessee
$412K +$41.2K +104 +10%
PAS
458
Park Avenue Securities
New York
$405K +$81.7K +206 +22%
PTC
459
Private Trust Company
Ohio
$400K -$252K -636 -36%
HFS
460
Haverford Financial Services
Pennsylvania
$399K +$450K +1,136 New
DC
461
Davenport & Co
Virginia
$395K -$541K -1,364 -55%
VWA
462
V Wealth Advisors
Kansas
$394K +$129K +325 +41%
TF
463
TIAA FSB
Florida
$392K +$443K +1,116 New
FBT
464
First Bank & Trust
South Dakota
$385K +$15.1K +38 +4%
BRWA
465
B. Riley Wealth Advisors
Florida
$384K +$20.6K +52 +5%
HWM
466
HB Wealth Management
Georgia
$375K +$13.5K +34 +3%
FB
467
Fulton Bank
Pennsylvania
$371K -$5.55K -14 -1%
BS
468
Boenning & Scattergood
Pennsylvania
$369K – – –
PP
469
Paloma Partners
Connecticut
$369K +$173K +437 +71%
HBT
470
Hills Bank & Trust
Iowa
$365K – – –
CP
471
Covenant Partners
Tennessee
$364K – – –
OA
472
Oak Associates
Ohio
$362K – – –
AWA
473
Arkadios Wealth Advisors
Georgia
$361K +$188K +474 +86%
MGIM
474
M&G Investment Management
United Kingdom
$360K +$15.9K +40 +4%
OFS
475
OneAscent Financial Services
Alabama
$352K +$6.34K +16 +2%