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Pool Corp

Name Holding Trade Value Shares
Change
Change in
Stake
MFA
601
McClarren Financial Advisors
Pennsylvania
$80K +$364 +1 +0.4%
SIM
602
Sentry Investment Management
Wisconsin
$78K -$12K -33 -13%
EDRH
603
Edmond de Rothschild Holding
Switzerland
$74.4K -$4K -11 -5%
CFA
604
CWS Financial Advisors
Michigan
$74.1K +$75.7K +208 New
SWM
605
Spire Wealth Management
Virginia
$70.5K -$26.2K -72 -27%
DSC
606
Duncker Streett & Co
Missouri
$69.8K – – –
GRP
607
Global Retirement Partners
California
$68.7K +$7.28K +20 +11%
CWM
608
Compass Wealth Management
Connecticut
$66.6K – – –
FWM
609
Focused Wealth Management
New York
$64.1K – – –
Federated Hermes
610
Federated Hermes
Pennsylvania
$62.7K -$28.8K -79 -31%
JWA
611
JFS Wealth Advisors
Pennsylvania
$62K -$364 -1 -0.6%
CFGS
612
Concourse Financial Group Securities
Alabama
$59.8K -$1.09K -3 -2%
NIMI
613
Natixis Investment Managers International
France
$59.1K -$4K -11 -6%
QCG
614
Quadrant Capital Group
Ohio
$57.3K +$14.9K +41 +34%
HPC
615
HM Payson & Co
Maine
$53.4K – – –
IA
616
IFP Advisors
Florida
$48.1K -$109K -299 -69%
PFPT
617
Pinnacle Financial Partners (Tennessee)
Tennessee
$48.1K – – –
CCA
618
Column Capital Advisors
Indiana
$47.7K -$2.91K -8 -6%
CA
619
Clearstead Advisors
Ohio
$44.2K -$55K -151 -55%
AF
620
Allworth Financial
California
$43.8K +$14.6K +40 +48%
IPW
621
Impact Partnership Wealth
Georgia
$42.7K +$43.7K +120 New
HNB
622
Huntington National Bank
Ohio
$42K +$21.1K +58 +97%
LFA
623
LGT Financial Advisors
Texas
$39.2K +$40K +110 New
BAAM
624
Baker Avenue Asset Management
California
$36K -$9.83K -27 -21%
LS
625
Livforsakringsbolaget Skandia
Sweden
$35.6K – – –