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Pool Corp

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
676
Venturi Wealth Management
Texas
$40.8K – – –
LS
677
Livforsakringsbolaget Skandia
Sweden
$40.3K – – –
PTC
678
Private Trust Company
Ohio
$38.3K +$391 +1 +1%
CFO
679
CVA Family Office
Colorado
$34.7K – – –
MCM
680
MV Capital Management
Maryland
$34.3K – – –
PA
681
PSI Advisors
Florida
$33.5K – – –
AF
682
Allworth Financial
California
$33.1K +$7.04K +18 +28%
ST
683
Smithfield Trust
Pennsylvania
$32K – – –
AAP
684
Arax Advisory Partners
Colorado
$31.9K +$391 +1 +1%
SCA
685
Stuart Chaussee & Associates
California
$31.1K – – –
RIL
686
Rothschild Investment LLC
Illinois
$30.7K +$3.52K +9 +13%
AIM
687
Anchor Investment Management
South Carolina
$28.6K +$8.21K +21 +42%
CTA
688
Colonial Trust Advisors
South Carolina
$28.6K +$27.8K +71 New
QC
689
Quent Capital
New York
$26.3K +$2.74K +7 +12%
AA
690
Ancora Advisors
Ohio
$25K – – –
AWM
691
Abound Wealth Management
Tennessee
$24.7K +$1.56K +4 +7%
TIM
692
Tortoise Investment Management
New York
$24.6K +$23.8K +61 New
TCOV
693
Trust Company of Vermont
Vermont
$23K +$4.3K +11 +24%
VNA
694
Valley National Advisers
Pennsylvania
$20K -$1.17K -3 -6%
HI
695
Harbour Investments
Wisconsin
$19.4K -$7.43K -19 -28%
BF
696
BOK Financial
Oklahoma
$18.9K – – –
PFBT
697
Parkside Financial Bank & Trust
Missouri
$17.8K +$2.74K +7 +19%
CA
698
Centerpoint Advisors
Massachusetts
$17K – – –
OCM
699
Osterweis Capital Management
California
$16.5K – – –
BIA
700
Bell Investment Advisors
California
$15.3K – – –