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Pool Corp

Name Holding Trade Value Shares
Change
Change in
Stake
DEA
526
DoubleLine ETF Adviser
Florida
$347K -$9.82K -28 -3%
CA
527
Cetera Advisors
Colorado
$345K +$37.9K +108 +14%
BL
528
Balentine LLC
Georgia
$343K +$302K +861 New
CSPIA
529
Cary Street Partners Investment Advisory
Virginia
$342K +$298K +851 +14,183%
CP
530
Covenant Partners
Tennessee
$342K – – –
PA
531
Profund Advisors
Maryland
$341K +$23.1K +66 +8%
SPIA
532
Steward Partners Investment Advisory
New York
$341K +$15.4K +44 +5%
IC
533
IEQ Capital
California
$340K -$8.76K -25 -3%
QPW
534
Quantum Private Wealth
Florida
$338K – – –
HAG
535
HighPoint Advisor Group
Illinois
$335K +$288K +821 New
ATC
536
Argent Trust Co
Tennessee
$332K +$19.6K +56 +7%
AWA
537
Arkadios Wealth Advisors
Georgia
$327K -$15.8K -45 -5%
CM
538
Castleark Management
Illinois
$327K -$3.51K -10 -1%
QEI
539
QSV Equity Investors
Illinois
$325K +$286K +815 New
MA
540
Mutual Advisors
Nebraska
$323K -$14K -40 -5%
VI
541
Vestcor Inc
New Brunswick, Canada
$323K -$4.21K -12 -1%
CNBT
542
Canandaigua National Bank & Trust
New York
$323K -$1.4K -4 -0.5%
BFG
543
Bleakley Financial Group
New Jersey
$323K -$3.15K -9 -1%
SS
544
Simplicity Solutions
Minnesota
$323K -$3.15K -9 -1%
EIP
545
Ellis Investment Partners
Pennsylvania
$321K – – –
LNWWM
546
Laird Norton Wetherby Wealth Management
California
$318K +$3.86K +11 +1%
FFP
547
FourThought Financial Partners
Florida
$316K +$351 +1 +0.1%
Nomura Holdings
548
Nomura Holdings
Japan
$312K -$76.4K -218 -22%
CWM
549
Connecticut Wealth Management
Connecticut
$311K +$3.51K +10 +1%
OWM
550
OneAscent Wealth Management
Alabama
$311K -$31.2K -89 -10%