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Pool Corp
POOL

Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
701
Caldwell Sutter Capital
California
$1.59K – – –
MTIC
702
Missouri Trust & Investment Company
Missouri
$1.59K – – –
IHWM
703
Iron Horse Wealth Management
Iowa
$1.59K +$1.7K +5 New
NFSG
704
Newbridge Financial Services Group
Florida
$1.28K – – –
PWMG
705
Private Wealth Management Group
New Jersey
$1.27K – – –
S
706
Sachetta
Massachusetts
$1.27K – – –
CWM
707
Crowley Wealth Management
Delaware
$1.27K – – –
TFM
708
TFC Financial Management
Massachusetts
$956 -$678 -2 -40%
FCAS
709
First Command Advisory Services
Texas
$955 +$1.02K +3 New
GP
710
Greenline Partners
New York
$955 +$1.02K +3 New
RJA
711
Ross\Johnson & Associates
Minnesota
$955 +$1.02K +3 New
CPG
712
Cornerstone Planning Group
New Jersey
$928 +$678 +2 +200%
MA
713
Montag & Associates
Georgia
$885 – – –
TIM
714
Tortoise Investment Management
New York
$637 -$69.9K -206 -99%
ADL
715
Asset Dedication LLC
California
$637 – – –
CIA
716
Cape Investment Advisory
Georgia
$637 – – –
RWM
717
Raffa Wealth Management
District of Columbia
$637 – – –
NC
718
NewSquare Capital
Pennsylvania
$637 +$678 +2 New
PWA
719
Principia Wealth Advisory
Texas
$627 – – –
APW
720
Aventura Private Wealth
Florida
$320 +$339 +1 New
WCM
721
WealthTrak Capital Management
Virginia
$319 -$339 -1 -50%
ICCON
722
Investment Counsel Company of Nevada
Nevada
$319 – – –
ACA
723
American Capital Advisory
Idaho
$319 +$339 +1 New
HIA
724
HFM Investment Advisors
New Jersey
$319 +$339 +1 New
CAM
725
Chesapeake Asset Management
New York
$318 -$3.39K -10 -91%
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