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Pool Corp
POOL

Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
551
Cullen/Frost Bankers
Texas
$11.9K -$6.5K -25 -32%
TFA
552
Transamerica Financial Advisors
Florida
$11.5K +$1.82K +7 +16%
IAS
553
IMA Advisory Services
Colorado
$11.2K – – –
SSG
554
Summit Securities Group
New York
$11K -$2.08K -8 -14%
NEWAS
555
N.E.W. Advisory Services
Wisconsin
$10.5K – – –
SAG
556
SageView Advisory Group
California
$10.5K +$12K +46 New
OP
557
ORG Partners
Indiana
$10.5K -$780 -3 -6%
WSFS
558
Wilmington Savings Fund Society
Delaware
$10.3K -$3.12K -12 -21%
DE
559
DV Equities
Illinois
$10.3K +$11.7K +45 New
AWM
560
Abound Wealth Management
Tennessee
$10.1K -$2.6K -10 -19%
OCM
561
Osterweis Capital Management
California
$9.38K – – –
BWA
562
Basecamp Wealth Advisors
Washington
$9.15K +$10.4K +40 New
SWM
563
Spire Wealth Management
Virginia
$8.07K -$8.06K -31 -47%
CNBTD
564
Citizens National Bank Trust Department
Mississippi
$8.01K – – –
FAMI
565
Fideuram Asset Management (Ireland)
$7.28K +$5.72K +22 New
RFP
566
Root Financial Partners
California
$7.09K -$16.1K -62 -67%
SC
567
Swan Capital
Florida
$7.09K – – –
WBC
568
West Branch Capital
Massachusetts
$6.86K – – –
CPG
569
Cornerstone Planning Group
New Jersey
$6.46K +$5.2K +20 +400%
FMII
570
Farmers & Merchants Investments Inc
Nebraska
$6.18K – – –
FNWA
571
Financial Network Wealth Advisors
Utah
$5.99K -$47.3K -182 -88%
SWM
572
SHP Wealth Management
Massachusetts
$5.95K +$6.76K +26 New
CMBA
573
C.M. Bidwell & Associates
Hawaii
$5.95K – – –
CA
574
CoreCap Advisors
Michigan
$5.86K +$2.08K +8 +44%
SNB
575
Security National Bank
Nebraska
$5.72K – – –
21 22
23
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