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Pool Corp

Name Holding Trade Value Shares
Change
Change in
Stake
ZB
626
Zions Bancorporation
Utah
$90.9K -$3.86K -11 -5%
ANBT
627
American National Bank & Trust
Texas
$90.1K +$79.2K +226 New
CFGS
628
Concourse Financial Group Securities
Alabama
$88.5K +$18.9K +54 +32%
AAM
629
Advisors Asset Management
Colorado
$86.5K -$173K -494 -69%
LJHT
630
Laurie J. Hall Trustee
$84K +$73.6K +210 New
EDRH
631
Edmond de Rothschild Holding
Switzerland
$82.1K -$1.05K -3 -1%
SWM
632
Spire Wealth Management
Virginia
$79.3K +$2.45K +7 +4%
SIM
633
Sentry Investment Management
Wisconsin
$79K -$7.36K -21 -10%
DSC
634
Duncker Streett & Co
Missouri
$78.1K
CWM
635
Compass Wealth Management
Connecticut
$74.6K
JWA
636
JFS Wealth Advisors
Pennsylvania
$69.2K
QCG
637
Quadrant Capital Group
Ohio
$66.2K +$1.75K +5 +3%
HPC
638
HM Payson & Co
Maine
$59.8K
GRP
639
Global Retirement Partners
California
$59.1K -$16.8K -48 -24%
Federated Hermes
640
Federated Hermes
Pennsylvania
$57K -$11.6K -33 -19%
PFPT
641
Pinnacle Financial Partners (Tennessee)
Tennessee
$53.8K
MPWT
642
MassMutual Private Wealth & Trust
Connecticut
$50.6K +$12.6K +36 +40%
VAG
643
VisionPoint Advisory Group
Texas
$47.4K +$41.4K +118 +11,800%
LFA
644
LGT Financial Advisors
Texas
$43.9K
CA
645
Clearstead Advisors
Ohio
$42.7K -$49.4K -141 -57%
VWM
646
Venturi Wealth Management
Texas
$40.3K +$4.56K +13 +15%
OA
647
Operose Advisors
Wisconsin
$40.3K -$164K -468 -82%
LS
648
Livforsakringsbolaget Skandia
Sweden
$39.9K
LC
649
Lindbrook Capital
California
$39.5K +$14.7K +42 +74%
PTC
650
Private Trust Company
Ohio
$37.5K -$701 -2 -2%