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Pool Corp

Name Holding Trade Value Shares
Change
Change in
Stake
WPC
601
Wedmont Private Capital
Pennsylvania
$214K +$196K +560 New
BAM
602
Belpointe Asset Management
Nevada
$211K +$185K +528 New
IPW
603
Impact Partnership Wealth
Georgia
$206K +$139K +397 +331%
Lido Advisors
604
Lido Advisors
California
$206K +$181K +517 New
CCA
605
Cottonwood Capital Advisors
Utah
$203K +$178K +509 New
1WM
606
1858 Wealth Management
Ohio
$202K +$178K +507 New
MG
607
Mather Group
Illinois
$201K +$177K +505 New
RWB
608
RMR Wealth Builders
New Jersey
$201K +$177K +505 New
CTC
609
Central Trust Company
Missouri
$199K -$1.75K -5 -1%
UM
610
UniSuper Management
Australia
$194K +$65.6K +187 +62%
ASN
611
Advisory Services Network
Georgia
$187K +$164K +469 New
PS
612
Principal Securities
Iowa
$180K +$158K +452 New
MFG
613
Mendota Financial Group
Wisconsin
$177K – – –
Acadian Asset Management
614
Acadian Asset Management
Massachusetts
$167K -$17.5K -50 -11%
AssetMark Inc
615
AssetMark Inc
California
$165K +$32.3K +92 +29%
CT
616
Cambridge Trust
Massachusetts
$162K – – –
SAM
617
Smartleaf Asset Management
Massachusetts
$155K +$135K +385 New
SWM
618
Sugarloaf Wealth Management
Georgia
$143K +$7.01K +20 +6%
SWA
619
SOA Wealth Advisors
New York
$141K – – –
PCM
620
Penserra Capital Management
California
$136K -$24.2K -69 -17%
CT
621
Colonial Trust
South Carolina
$128K +$11.6K +33 +11%
PPC
622
Park Place Capital
Alabama
$120K -$351 -1 -0.3%
GI
623
GAMMA Investing
California
$97.6K +$92.2K +263 New
SAM
624
Shell Asset Management
Netherlands
$92K -$24.2K -69 -23%
MFA
625
McClarren Financial Advisors
Pennsylvania
$91K +$351 +1 +0.4%