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Pool Corp

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
501
Belpointe Asset Management
Nevada
$312K -$4.37K -12 -1%
CG
502
Cynosure Group
Utah
$309K -$74K -203 -18%
CCM
503
Coldstream Capital Management
Washington
$307K +$3.28K +9 +1%
SLC
504
Second Line Capital
Louisiana
$303K +$12.8K +35 +4%
WI
505
Wahed Invest
New York
$301K -$7.65K -21 -2%
CS
506
Candriam SCA
Luxembourg
$296K -$47.4K -130 -13%
CA
507
Clearstead Advisors
Ohio
$295K -$2.92K -8 -0.9%
FHA
508
First Horizon Advisors
Tennessee
$294K -$20.8K -57 -6%
CP
509
Covenant Partners
Tennessee
$292K -$8.02K -22 -3%
Carson Wealth (CWM LLC)
510
Carson Wealth (CWM LLC)
Nebraska
$290K +$26.2K +72 +9%
OFS
511
OneAscent Financial Services
Alabama
$287K -$85.3K -234 -22%
SCA
512
Summit Creek Advisors
Minnesota
$286K
EIP
513
Ellis Investment Partners
Pennsylvania
$274K
HIA
514
Harbor Investment Advisory
Maryland
$273K +$292K +800 New
WEG
515
World Equity Group
Illinois
$272K +$291K +798 New
SI
516
Stephens Inc
Arkansas
$270K -$57.2K -157 -17%
GWP
517
Gen-Wealth Partners
Michigan
$269K
Jones Financial Companies
518
Jones Financial Companies
Missouri
$268K +$22.2K +61 +8%
HNB
519
Huntington National Bank
Ohio
$267K +$37.9K +104 +15%
CB
520
CNB Bank
Pennsylvania
$267K +$1.82K +5 +0.6%
BP
521
Ballentine Partners
Massachusetts
$267K +$52.5K +144 +23%
GI
522
GAMMA Investing
California
$263K +$135K +370 +92%
TSS
523
Two Sigma Securities
New York
$259K -$111K -304 -29%
AssetMark Inc
524
AssetMark Inc
California
$259K +$7.29K +20 +3%
Capstone Investment Advisors
525
Capstone Investment Advisors
New York
$257K +$53.9K +148 +24%