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Pool Corp

Name Holding Trade Value Shares
Change
Change in
Stake
LPWM
601
Lake Point Wealth Management
Texas
$53K +$48.4K +115 New
FPS
602
Fieldpoint Private Securities
Connecticut
$47K +$7.58K +18 +23%
SM
603
SG3 Management
Puerto Rico
$46K -$379K -900 -90%
SWM
604
Spire Wealth Management
Virginia
$40K -$16.4K -39 -31%
Baillie Gifford & Co
605
Baillie Gifford & Co
United Kingdom
$40K -$2.53K -6 -6%
BCA
606
Berman Capital Advisors
Georgia
$40K +$28.2K +67 +335%
HFM
607
Harvest Fund Management
China
$36K +$33.3K +79 New
IA
608
IndexIQ Advisors
New York
$35K +$32.4K +77 New
FMII
609
Farmers & Merchants Investments Inc
Nebraska
$34K – – –
BEI
610
Benjamin Edwards Inc
Missouri
$34K +$31.2K +74 New
MCM
611
MV Capital Management
Maryland
$33K +$421 +1 +1%
DAM
612
Delta Asset Management
Tennessee
$32K – – –
SIA
613
SkyView Investment Advisors
New Jersey
$31K – – –
SWG
614
Summit Wealth Group
Vermont
$31K – – –
SQA
615
Simon Quick Advisors
New Jersey
$29K – – –
GRP
616
Global Retirement Partners
California
$29K +$21.1K +50 +357%
AA
617
Ancora Advisors
Ohio
$28K – – –
DSC
618
Duncker Streett & Co
Missouri
$28K +$25.3K +60 New
CT
619
Caldwell Trust
Florida
$23.9K – – –
FRA
620
Front Row Advisors
California
$23K – – –
IAS
621
IMA Advisory Services
Colorado
$22K – – –
JCM
622
Jacobi Capital Management
Pennsylvania
$22K +$3.79K +9 +23%
CFN
623
Cordasco Financial Network
Florida
$21K – – –
SL
624
Savior LLC
Massachusetts
$21K – – –
WT
625
Whittier Trust
California
$19K – – –