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Pool Corp

Name Holding Trade Value Shares
Change
Change in
Stake
FAG
626
Fortitude Advisory Group
Washington
$89K +$80.7K +154 New
AF
627
Advisornet Financial
Minnesota
$86K +$22K +42 +38%
HPC
628
HM Payson & Co
Maine
$85K
QC
629
Quent Capital
New York
$85K +$78.1K +149 New
NR
630
Newfound Research
Massachusetts
$81K -$13.1K -25 -15%
LWP
631
Lumature Wealth Partners
Georgia
$78K -$20.4K -39 -22%
CWP
632
Concord Wealth Partners
Virginia
$78K +$65.5K +125 +1,042%
T
633
TOBAM
France
$75K
TCM
634
Tradewinds Capital Management
Washington
$67K
AssetMark Inc
635
AssetMark Inc
California
$67K +$62.4K +119 New
STCOSD
636
Sageworth Trust Company of South Dakota
South Dakota
$67K +$62.4K +119 New
LPWM
637
Lake Point Wealth Management
Texas
$65K +$524 +1 +0.9%
SWM
638
Sugarloaf Wealth Management
Georgia
$63K +$33K +63 +129%
CCA
639
Column Capital Advisors
Indiana
$62K
SAM
640
Strategic Asset Management
Minnesota
$57K
FMII
641
Farmers & Merchants Investments Inc
Nebraska
$55K
HI
642
Harbour Investments
Wisconsin
$54K -$68.7K -131 -58%
UB
643
UMB Bank
Missouri
$54K +$50.3K +96 New
FPS
644
Fieldpoint Private Securities
Connecticut
$49K -$241K -460 -84%
MCM
645
MV Capital Management
Maryland
$44K +$3.67K +7 +10%
VRS
646
Virginia Retirement Systems
Virginia
$41.8K -$629K -1,200 -2%
DAM
647
Delta Asset Management
Tennessee
$40K
WWM
648
Wolff Wiese Magana
California
$40K +$1.57K +3 +4%
EWM
649
Evermay Wealth Management
Virginia
$38K
SQA
650
Simon Quick Advisors
New Jersey
$37K -$22.5K -43 -40%