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Pool Corp

Name Holding Trade Value Shares
Change
Change in
Stake
EI
701
Ellevest Inc
New York
$6K
First Manhattan
702
First Manhattan
New York
$6K
IFAM
703
Institutional & Family Asset Management
Colorado
$6K
CAC
704
Core Alternative Capital
Georgia
$6K +$5.24K +10 New
DWP
705
Destiny Wealth Partners
Florida
$5K
GWSG
706
GPS Wealth Strategies Group
Colorado
$5K
MCM
707
Manchester Capital Management
Vermont
$5K
YAL
708
Your Advocates Ltd
Texas
$5K
AIP
709
Ahrens Investment Partners
Louisiana
$5K +$4.72K +9 New
GI
710
Gradient Investments
Minnesota
$5K +$4.72K +9 New
PP
711
Pacifica Partners
Canada
$4K
TWM
712
Tradition Wealth Management
Minnesota
$4K
GWS
713
Glassman Wealth Services
Virginia
$4K +$1.05K +2 +40%
APF
714
Alaska Permanent Fund
Alaska
$4K +$4.72K +9 New
CA
715
Clearstead Advisors
Ohio
$3K
VNA
716
Valley National Advisers
Pennsylvania
$3K
SC
717
Schubert & Co
Texas
$3K +$2.62K +5 New
TFM
718
TFC Financial Management
Massachusetts
$3K +$2.62K +5 New
GWM
719
Geneos Wealth Management
Colorado
$2K -$79.7K -152 -97%
ADL
720
Asset Dedication LLC
California
$2K
PFBT
721
Parkside Financial Bank & Trust
Missouri
$2K
TFS
722
TrustCore Financial Services
Tennessee
$2K
LF
723
Lee Financial
Texas
$2K +$2.1K +4 New
RWM
724
Raffa Wealth Management
District of Columbia
$1.13K
LFG
725
Larson Financial Group
Missouri
$1K