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Pool Corp

Name Holding Trade Value Shares
Change
Change in
Stake
RI
526
Rinkey Investments
California
$211K +$215K +602 New
BF
527
BOK Financial
Oklahoma
$210K -$530K -1,485 -69%
FF
528
FourThought Financial
Florida
$187K +$10.7K +30 +5%
PTC
529
Private Trust Company
Ohio
$179K -$205K -575 -50%
Carson Wealth (CWM LLC)
530
Carson Wealth (CWM LLC)
Nebraska
$166K -$58.2K -163 -24%
EDRH
531
Edmond de Rothschild Holding
Switzerland
$166K +$16.4K +46 +10%
SI
532
Stephens Inc
Arkansas
$165K +$3.92K +11 +2%
BAM
533
Belpointe Asset Management
Nevada
$148K +$41.7K +117 +34%
S
534
SignatureFD
Georgia
$127K -$56K -157 -28%
RTC
535
Riverview Trust Company
Washington
$123K -$12.1K -34 -8%
NIMI
536
Natixis Investment Managers International
France
$118K
WFA
537
Wipfli Financial Advisors
Wisconsin
$117K +$131K +368 New
CI Investments Inc
538
CI Investments Inc
Ontario, Canada
$116K -$693K -1,943 -84%
SWA
539
SOA Wealth Advisors
New York
$112K -$357 -1 -0.3%
IA
540
IFP Advisors
Florida
$108K +$51.4K +144 +12%
DSC
541
Duncker Streett & Co
Missouri
$92K -$1.27M -3,573 -93%
O
542
Ossiam
France
$92K +$103K +288 +28,800%
MAM
543
Meeder Asset Management
Ohio
$84K -$40K -112 -30%
SFO
544
Standard Family Office
South Dakota
$84K
SIM
545
Sentry Investment Management
Wisconsin
$80K
CAC
546
Core Alternative Capital
Georgia
$79K +$2.85K +8 +3%
T
547
TOBAM
France
$73K
ZB
548
Zions Bancorporation
Utah
$72K -$2.5K -7 -3%
MFA
549
McClarren Financial Advisors
Pennsylvania
$71K +$79.6K +223 New
C
550
Covestor
United Kingdom
$64K -$73.1K -205 -51%