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Pool Corp

Name Holding Trade Value Shares
Change
Change in
Stake
GWP
526
Gen-Wealth Partners
Michigan
$252K +$1.02K +3 +0.4%
LSA
527
Leonteq Securities AG
Switzerland
$250K -$848K -2,501 -76%
Northwestern Mutual Wealth Management
528
Northwestern Mutual Wealth Management
Wisconsin
$249K -$94K -277 -26%
Jones Financial Companies
529
Jones Financial Companies
Missouri
$248K +$678 +2 +0.3%
OFS
530
OneAscent Financial Services
Alabama
$247K -$22.7K -67 -8%
PW
531
PUREfi Wealth
Massachusetts
$246K +$12.9K +38 +5%
SPIA
532
Steward Partners Investment Advisory
New York
$244K -$70.2K -207 -21%
VI
533
Vestcor Inc
New Brunswick, Canada
$240K
TIM
534
Thompson Investment Management
Wisconsin
$231K
FFP
535
FourThought Financial Partners
Florida
$231K +$339 +1 +0.1%
WA
536
Waverly Advisors
Alabama
$228K -$6.45K -19 -3%
OIS
537
OneAscent Investment Solutions
Alabama
$224K +$239K +704 New
FM
538
Family Management
New York
$223K +$238K +702 New
ITFISA
539
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$223K
PA
540
Profund Advisors
Maryland
$221K -$77.3K -228 -25%
WPC
541
Wedmont Private Capital
Pennsylvania
$219K +$238K +702 New
RG
542
Rathbones Group
United Kingdom
$218K +$233K +686 New
CWP
543
Curated Wealth Partners
California
$217K +$231K +682 New
STA
544
Summit Trail Advisors
New York
$216K -$4.07K -12 -2%
BC
545
Bayforest Capital
United Kingdom
$216K -$120K -354 -34%
AT
546
American Trust
Kentucky
$215K
MSA
547
MUFG Securities Americas
New York
$215K +$38K +112 +20%
LP
548
LMR Partners
United Kingdom
$214K +$228K +673 New
ABC
549
Associated Banc-Corp
Wisconsin
$213K +$5.09K +15 +2%
HKIMG
550
Hutchens & Kramer Investment Management Group
Indiana
$212K