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Pool Corp

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
601
Belpointe Asset Management
Nevada
$211K +$185K +528 New
IPW
602
Impact Partnership Wealth
Georgia
$206K +$139K +397 +331%
Lido Advisors
603
Lido Advisors
California
$206K +$181K +517 New
CCA
604
Cottonwood Capital Advisors
Utah
$203K +$178K +509 New
1WM
605
1858 Wealth Management
Ohio
$202K +$178K +507 New
MG
606
Mather Group
Illinois
$201K +$177K +505 New
RWB
607
RMR Wealth Builders
New Jersey
$201K +$177K +505 New
CTC
608
Central Trust Company
Missouri
$199K -$1.75K -5 -1%
UM
609
UniSuper Management
Australia
$194K +$65.6K +187 +62%
ASN
610
Advisory Services Network
Georgia
$187K +$164K +469 New
PS
611
Principal Securities
Iowa
$180K +$158K +452 New
MFG
612
Mendota Financial Group
Wisconsin
$177K
Acadian Asset Management
613
Acadian Asset Management
Massachusetts
$167K -$17.5K -50 -11%
AssetMark Inc
614
AssetMark Inc
California
$165K +$32.3K +92 +29%
CT
615
Cambridge Trust
Massachusetts
$162K
SAM
616
Smartleaf Asset Management
Massachusetts
$155K +$135K +385 New
SWM
617
Sugarloaf Wealth Management
Georgia
$143K +$7.01K +20 +6%
SWA
618
SOA Wealth Advisors
New York
$141K
PCM
619
Penserra Capital Management
California
$136K -$24.2K -69 -17%
CT
620
Colonial Trust
South Carolina
$128K +$11.6K +33 +11%
PPC
621
Park Place Capital
Alabama
$120K -$351 -1 -0.3%
GI
622
GAMMA Investing
California
$97.6K +$92.2K +263 New
SAM
623
Shell Asset Management
Netherlands
$92K -$24.2K -69 -23%
MFA
624
McClarren Financial Advisors
Pennsylvania
$91K +$351 +1 +0.4%
EFMH
625
E Fund Management (HK)
Hong Kong
$91K +$47.3K +135 +147%