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Pool Corp

Name Holding Trade Value Shares
Change
Change in
Stake
SS
651
Simplicity Solutions
Minnesota
– -$210K -563 Closed
LSAG
652
Lake Street Advisors Group
New Hampshire
– -$205K -550 Closed
BPA
653
Beacon Pointe Advisors
California
– -$204K -545 Closed
BAS
654
Brown Advisory Securities
Maryland
– -$201K -540 Closed
ICP
655
Interchange Capital Partners
Pennsylvania
– -$59K -159 Closed
VCG
656
Vantage Consulting Group
Virginia
– -$56K -150 Closed
PWPS
657
Pinnacle Wealth Planning Services
Ohio
– -$22K -59 Closed
M
658
MOTCO
Texas
– -$21K -56 Closed
CCA
659
Childress Capital Advisors
Texas
– -$20K -54 Closed
CWM
660
Curi Wealth Management
North Carolina
– -$13K -35 Closed
LF
661
Lee Financial
Texas
– -$12K -33 Closed
TCOV
662
Trust Company of Vermont
Vermont
– -$12K -33 Closed
ADIM
663
Alpha DNA Investment Management
Maryland
– -$7K -21 Closed
ONST
664
Old North State Trust
North Carolina
– -$8K -21 Closed
FCH
665
Freestone Capital Holdings
Washington
– -$6.71K -18 Closed
ME
666
McIlrath & Eck
Washington
– -$7K -18 Closed
VAIA
667
Virtus Alternative Investment Advisers
Connecticut
– -$7K -18 Closed
IPW
668
IronBridge Private Wealth
Texas
– -$6K -16 Closed
LGA
669
Lebenthal Global Advisors
New York
– -$5K -16 Closed
TFGT
670
TS Financial Group (TSFG)
Illinois
– -$6K -15 Closed
BSSFA
671
Baron Silver Stevens Financial Advisors
Florida
– -$4K -12 Closed
ASN
672
Advisory Services Network
Georgia
– -$3K -9 Closed
HGWM
673
Harvest Group Wealth Management
Massachusetts
– -$3K -8 Closed
RPWA
674
Regent Peak Wealth Advisors
Georgia
– -$3K -8 Closed
FTDI
675
First Trust Direct Indexing
Massachusetts
– -$3K -7 Closed