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Pool Corp

Name Holding Trade Value Shares
Change
Change in
Stake
YIA
526
YHB Investment Advisors
Connecticut
$253K -$16K -45 -6%
Koshinski Asset Management
527
Koshinski Asset Management
Illinois
$252K +$262K +737 New
VWA
528
V Wealth Advisors
Kansas
$249K -$23.1K -65 -8%
TSS
529
Two Sigma Securities
New York
$247K +$11.7K +33 +5%
TF
530
TIAA FSB
Florida
$246K +$3.55K +10 +1%
KWM
531
Kingsview Wealth Management
Oregon
$244K -$53.2K -150 -17%
LWAM
532
Legacy Wealth Asset Management
Minnesota
$244K -$355 -1 -0.1%
EM
533
ELCO Management
New York
$243K +$252K +710 New
IAIM
534
Industrial Alliance Investment Management
Quebec, Canada
$243K +$252K +711 New
SQA
535
Simon Quick Advisors
New Jersey
$237K +$246K +693 New
CFA
536
Compass Financial Advisors
Indiana
$236K +$244K +688 New
MA
537
MJP Associates
Connecticut
$235K +$243K +686 New
SWP
538
Stratos Wealth Partners
Ohio
$233K -$3.9K -11 -2%
DEA
539
DoubleLine ETF Adviser
Florida
$232K +$241K +678 New
AT
540
American Trust
Kentucky
$231K – – –
FRM
541
Fox Run Management
Connecticut
$230K +$238K +672 New
SCA
542
STALEY CAPITAL ADVISERS
Pennsylvania
$230K +$238K +672 New
PA
543
Profund Advisors
Maryland
$228K +$237K +667 New
IAIM
544
International Assets Investment Management
Florida
$228K +$236K +664 New
FTDI
545
First Trust Direct Indexing
Massachusetts
$227K +$235K +663 New
HI
546
Horizon Investments
North Carolina
$227K -$17.4K -49 -7%
TWM
547
Thrive Wealth Management
Pennsylvania
$224K +$232K +655 New
CT
548
Colonial Trust
South Carolina
$222K +$220K +620 +2,214%
MAM
549
Meeder Asset Management
Ohio
$220K +$228K +643 New
PCM
550
Presidio Capital Management
California
$220K +$227K +641 New