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Pool Corp

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
626
Compass Wealth Management
Connecticut
$57.5K – – –
GRP
627
Global Retirement Partners
California
$54.7K +$10.9K +30 +20%
PFPT
628
Pinnacle Financial Partners (Tennessee)
Tennessee
$54.5K – – –
PCM
629
Penserra Capital Management
California
$54K +$1.09K +3 +2%
JWA
630
JFS Wealth Advisors
Pennsylvania
$53.6K +$362 +1 +0.6%
SIM
631
Sentry Investment Management
Wisconsin
$50K -$11.9K -33 -17%
WTC
632
WhitTier Trust Company
Nevada
$49.8K -$2.78M -7,673 -98%
HPC
633
HM Payson & Co
Maine
$46.1K – – –
MPWT
634
MassMutual Private Wealth & Trust
Connecticut
$45.5K +$5.79K +16 +12%
EC
635
EntryPoint Capital
New York
$44.3K +$52.1K +144 New
CTC
636
Central Trust Company
Missouri
$43.9K – – –
EDRH
637
Edmond de Rothschild Holding
Switzerland
$37.5K -$6.88K -19 -13%
CH
638
Cromwell Holdings
Wyoming
$36.6K +$43.1K +119 New
QCG
639
Quadrant Capital Group
Ohio
$36.3K -$15.2K -42 -26%
Federated Hermes
640
Federated Hermes
Pennsylvania
$35.6K -$122K -338 -74%
CA
641
Crewe Advisors
Utah
$34.7K +$28.6K +79 +232%
LFA
642
LGT Financial Advisors
Texas
$33.8K – – –
PTC
643
Private Trust Company
Ohio
$32.3K +$3.62K +10 +11%
TIM
644
Tortoise Investment Management
New York
$31.7K +$15.2K +42 +69%
OA
645
Operose Advisors
Wisconsin
$31K – – –
LS
646
Livforsakringsbolaget Skandia
Sweden
$30.7K – – –
MCM
647
MV Capital Management
Maryland
$26.1K – – –
AAP
648
Arax Advisory Partners
Colorado
$25.5K +$1.45K +4 +5%
LC
649
Lindbrook Capital
California
$25.5K -$6.88K -19 -19%
CFO
650
CVA Family Office
Colorado
$25.5K -$1.09K -3 -3%