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Pool Corp

Name Holding Trade Value Shares
Change
Change in
Stake
LWAM
501
Legacy Wealth Asset Management
Minnesota
$360K -$36.2K -86 -10%
LNWWM
502
Laird Norton Wetherby Wealth Management
California
$353K +$1.68K +4 +0.5%
WAM
503
World Asset Management
Michigan
$343K -$10.9K -26 -3%
BPA
504
Beacon Pointe Advisors
California
$340K +$312K +741 New
PP
505
Paloma Partners
Connecticut
$337K -$1.15M -2,742 -79%
ONB
506
Old National Bancorp
Indiana
$332K -$101K -239 -25%
CGA
507
Crescent Grove Advisors
Illinois
$321K +$295K +700 New
PCA
508
Pallas Capital Advisors
Massachusetts
$318K +$275K +652 New
MFG
509
Menard Financial Group
Texas
$317K +$291K +692 New
FA
510
Fermata Advisors
California
$315K +$289K +686 New
PSUF
511
People's United Financial
Connecticut
$311K -$292K -694 -51%
UTC
512
Unified Trust Company
Kentucky
$309K – – –
DCM
513
Dupont Capital Management
Delaware
$308K +$7.58K +18 +3%
HWMA
514
Heritage Wealth Management (Arizona)
Arizona
$307K +$282K +669 New
BBA
515
Braun-Bostich & Associates
Pennsylvania
$306K -$18.5K -44 -6%
SEM
516
Suncoast Equity Management
Florida
$296K – – –
KCM
517
Karp Capital Management
California
$296K +$272K +646 New
FF
518
FourThought Financial
Florida
$295K – – –
CANY
519
Caxton Associates (New York)
New York
$291K -$247K -587 -48%
CWM
520
Connecticut Wealth Management
Connecticut
$288K +$6.74K +16 +3%
PA
521
Profund Advisors
Maryland
$287K -$12.2K -29 -4%
DT
522
Diversified Trust
Tennessee
$283K -$106K -252 -29%
CAN
523
Cetera Advisor Networks
California
$283K +$260K +618 New
HAG
524
HighPoint Advisor Group
Illinois
$281K -$5.89K -14 -2%
Fifth Third Bancorp
525
Fifth Third Bancorp
Ohio
$279K +$36.2K +86 +16%