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Pool Corp

Name Holding Trade Value Shares
Change
Change in
Stake
PIM
476
Penobscot Investment Management
Massachusetts
$322K -$72.6K -240 -18%
GIM
477
Glenmede Investment Management
Pennsylvania
$321K +$333K +1,102 New
AWM
478
Axxcess Wealth Management
California
$320K -$3.93K -13 -1%
HAG
479
HighPoint Advisor Group
Illinois
$317K +$2.12K +7 +0.6%
IA
480
IFG Advisory
Georgia
$312K +$30.9K +102 +11%
TIAA Trust, National Association
481
TIAA Trust, National Association
North Carolina
$306K -$8.17K -27 -3%
NERM
482
New England Research & Management
Illinois
$306K +$318K +1,050 New
Fayez Sarofim & Co
483
Fayez Sarofim & Co
Texas
$301K -$18.8K -62 -6%
OA
484
Oak Associates
Ohio
$300K – – –
IIM
485
INTECH Investment Management
Florida
$300K -$300K -992 -49%
FFA
486
Farther Finance Advisors
California
$298K -$63.5K -210 -17%
CAMG
487
CWA Asset Management Group
Florida
$293K +$27.5K +91 +10%
IIC
488
Integrated Investment Consultants
Michigan
$293K +$304K +1,006 New
HFS
489
Hantz Financial Services
Michigan
$291K -$20K -66 -6%
IFWM
490
Institute for Wealth Management
Colorado
$291K – – –
JSSH
491
J. Safra Sarasin Holding
$291K +$302K +997 New
PA
492
Parallel Advisors
California
$286K -$22.4K -74 -7%
WI
493
Wahed Invest
New York
$285K +$2.72K +9 +0.9%
Focus Partners Wealth
494
Focus Partners Wealth
Massachusetts
$284K -$46.6K -154 -14%
TIM
495
Thornburg Investment Management
New Mexico
$281K -$6.44M -21,288 -96%
II
496
Inspire Investing
Idaho
$280K -$8.47K -28 -3%
KeyBank National Association
497
KeyBank National Association
Ohio
$280K -$1.21K -4 -0.4%
TWM
498
Thrive Wealth Management
Pennsylvania
$279K -$11.8K -39 -4%
TCM
499
Tributary Capital Management
Nebraska
$278K -$12.1K -40 -4%
AssetMark Inc
500
AssetMark Inc
California
$276K +$21.8K +72 +8%