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Pool Corp

Name Holding Trade Value Shares
Change
Change in
Stake
S
701
Sachetta
Massachusetts
$1.51K – – –
TWD
702
True Wealth Design
Ohio
$1.13K – – –
LFG
703
Larson Financial Group
Missouri
$1.13K -$346 -1 -25%
RS
704
Rakuten Securities
Japan
$1.13K – – –
TCG
705
Transcendent Capital Group
Oklahoma
$1.13K – – –
TWC
706
TD Waterhouse Canada
Ontario, Canada
$1.13K +$346 +1 +50%
MA
707
Montag & Associates
Georgia
$1.05K +$346 +1 +50%
VCM
708
Versant Capital Management
Arizona
$754 -$5.19K -15 -88%
ADL
709
Asset Dedication LLC
California
$754 – – –
RWM
710
Raffa Wealth Management
District of Columbia
$754 – – –
CWC
711
Carolinas Wealth Consulting
North Carolina
$754 +$692 +2 New
CA
712
Claris Advisors
Missouri
$754 +$692 +2 New
NL
713
NVWM LLC
Pennsylvania
$377 – – –
SFCL
714
Strengthening Families & Communities LLC
Massachusetts
$377 – – –
WWM
715
Wolff Wiese Magana
California
$377 – – –
CPA
716
Capital Performance Advisors
California
$377 +$346 +1 New
TC
717
Truvestments Capital
Florida
$377 +$346 +1 New
AWM
718
Avior Wealth Management
Nebraska
$376 – – –
DWM
719
Dogwood Wealth Management
Kansas
$1 – – –
Baillie Gifford & Co
720
Baillie Gifford & Co
United Kingdom
– -$169M -549,134 Closed
Select Equity Group
721
Select Equity Group
New York
– -$112M -365,912 Closed
EWM
722
Evercore Wealth Management
New York
– -$43M -139,945 Closed
WorldQuant Millennium Advisors
723
WorldQuant Millennium Advisors
New York
– -$17.3M -56,241 Closed
WAM
724
Weiss Asset Management
Massachusetts
– -$14.1M -45,717 Closed
ACM
725
Argent Capital Management
Missouri
– -$11.9M -38,708 Closed