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Pool Corp

Name Holding Trade Value Shares
Change
Change in
Stake
S
601
SignatureFD
Georgia
$250K +$8.99K +23 +4%
ETIA
602
Epic Trust Investment Advisors
Washington
$248K +$27.8K +71 +13%
SQA
603
Simon Quick Advisors
New Jersey
$247K +$27K +69 +13%
TFS
604
Thoroughbred Financial Services
Tennessee
$246K -$982K -2,512 -80%
BAM
605
Belpointe Asset Management
Nevada
$243K +$28.5K +73 +14%
RI
606
Rinkey Investments
California
$241K – – –
PGFC
607
Peapack-Gladstone Financial Corp
New Jersey
$239K +$3.52K +9 +2%
ABC
608
Associated Banc-Corp
Wisconsin
$237K – – –
FIM
609
Freedom Investment Management
Connecticut
$237K -$69.6K -178 -23%
WPC
610
Wedmont Private Capital
Pennsylvania
$236K +$11.7K +30 +5%
GWANC
611
Guardian Wealth Advisors (North Carolina)
North Carolina
$235K +$227K +582 New
HNB
612
Huntington National Bank
Ohio
$231K +$211K +541 +1,745%
TSS
613
Two Sigma Securities
New York
$231K +$224K +572 New
AssetMark Inc
614
AssetMark Inc
California
$230K +$61.4K +157 +38%
HI
615
Horizon Investments
North Carolina
$229K -$5.08K -13 -2%
CAAS
616
Capital Asset Advisory Services
Michigan
$229K +$14.5K +37 +7%
MCA
617
Magnolia Capital Advisors
Mississippi
$226K +$245K +627 New
IFG
618
Independent Financial Group
California
$222K -$48.9K -125 -18%
MYAM
619
Meiji Yasuda Asset Management
Japan
$222K – – –
RIA
620
Regal Investment Advisors
Michigan
$218K -$39.1K -100 -16%
PFS
621
Prospera Financial Services
Texas
$217K +$210K +537 New
IIM
622
INTECH Investment Management
Florida
$217K -$245K -628 -54%
NIM
623
NEOS Investment Management
Connecticut
$217K -$3.52K -9 -2%
AFWM
624
AMJ Financial Wealth Management
Virginia
$210K +$204K +521 New
SIM
625
Stratos Investment Management
Ohio
$207K +$201K +513 New