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Pool Corp

Name Holding Trade Value Shares
Change
Change in
Stake
SI
526
Stephens Inc
Arkansas
$252K – – –
GWP
527
Gen-Wealth Partners
Michigan
$252K +$1.02K +3 +0.4%
LSA
528
Leonteq Securities AG
Switzerland
$250K -$848K -2,501 -76%
Northwestern Mutual Wealth Management
529
Northwestern Mutual Wealth Management
Wisconsin
$249K -$94K -277 -26%
Jones Financial Companies
530
Jones Financial Companies
Missouri
$248K +$678 +2 +0.3%
OFS
531
OneAscent Financial Services
Alabama
$247K -$22.7K -67 -8%
PW
532
PUREfi Wealth
Massachusetts
$246K +$12.9K +38 +5%
SPIA
533
Steward Partners Investment Advisory
New York
$244K -$70.2K -207 -21%
VI
534
Vestcor Inc
New Brunswick, Canada
$240K – – –
TIM
535
Thompson Investment Management
Wisconsin
$231K – – –
FFP
536
FourThought Financial Partners
Florida
$231K +$339 +1 +0.1%
WA
537
Waverly Advisors
Alabama
$228K -$6.45K -19 -3%
OIS
538
OneAscent Investment Solutions
Alabama
$224K +$239K +704 New
FM
539
Family Management
New York
$223K +$238K +702 New
ITFISA
540
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$223K – – –
PA
541
Profund Advisors
Maryland
$221K -$77.3K -228 -25%
WPC
542
Wedmont Private Capital
Pennsylvania
$219K +$238K +702 New
RG
543
Rathbones Group
United Kingdom
$218K +$233K +686 New
CWP
544
Curated Wealth Partners
California
$217K +$231K +682 New
STA
545
Summit Trail Advisors
New York
$216K -$4.07K -12 -2%
BC
546
Bayforest Capital
United Kingdom
$216K -$120K -354 -34%
AT
547
American Trust
Kentucky
$215K – – –
MSA
548
MUFG Securities Americas
New York
$215K +$38K +112 +20%
LP
549
LMR Partners
United Kingdom
$214K +$228K +673 New
ABC
550
Associated Banc-Corp
Wisconsin
$213K +$5.09K +15 +2%