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Pool Corp
POOL

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