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Pool Corp

$POOL

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NewIncreasedMaintainedDecreasedLiquidated
912997
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Pacer Advisors, Inc.03-31-2021Common Stock3,014Decreased-8.420.021,041,000.00-15.09345.39Form 13
Canandaigua National Corp03-31-2021Com1,055Decreased-8.740.06364,000.00-15.55345.02Form 13
Fulton Bank, N.a.03-31-2021Com853Increased4.660.01294,000.00-3.29344.67Form 13
Everence Capital Management Inc03-31-2021Eqty1,190Maintained0.000.04411,000.00-7.22345.38Form 13
Private Trust Co Na03-31-2021Equities813Decreased-37.990.00280,000.00-42.62344.40Form 13
Carroll Financial Associates, Inc.03-31-2021Stock306Increased0.660.01105,000.00-7.08343.14Form 13
Bremer Bank National Association03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Bath Savings Trust Co03-31-2021Common Stock959New!0.000.04331,000.000.00345.15Form 13
Larson Financial Group Llc03-31-2021Com5Maintained0.000.002,000.000.00400.00Form 13
Wedge Capital Management L L P/nc03-31-2021Com983New!0.000.00339,000.000.00344.86Form 13
Calamos Advisors Llc03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Livingston Group Asset Management Co (operating As Southport Capital Management)03-31-2021Com5,425New!0.000.491,873,000.000.00345.25Form 13
Cordasco Financial Network03-31-2021Com46Maintained0.000.0116,000.00-5.88347.83Form 13
Highpoint Advisor Group Llc03-31-2021Common Stock628Decreased-4.850.03232,000.00-2.52369.43Form 13
Valeo Financial Advisors, Llc03-31-2021Stock7Maintained0.000.002,000.000.00285.71Form 13
Private Capital Group, Llc03-31-2021Common Stock18Decreased-69.490.006,000.00-72.73333.33Form 13
Paragon Advisors, Llc03-31-2021Com4,075Increased11.370.771,407,000.007.73345.28Form 13
Huntington National Bank03-31-2021Common Stock12Maintained0.000.004,000.000.00333.33Form 13
Redpoint Investment Management Pty Ltd03-31-2021Com899Increased43.610.03310,000.0033.05344.83Form 13
Chicago Capital, Llc03-31-2021Com920Maintained0.000.01318,000.00-7.29345.65Form 13
Royal London Asset Management Ltd03-31-2021Com14,037New!0.000.024,846,000.000.00345.23Form 13
Farmers & Merchants Investments Inc03-31-2021Com75Maintained0.000.0026,000.00-7.14346.67Form 13
Cypress Capital Group03-31-2021Common Stock1,955New!0.000.09675,000.000.001,366.49Form 13
Advisornet Financial, Inc03-31-2021Stock748Increased2.190.02258,000.00-5.49344.92Form 13
Fdx Advisors, Inc.03-31-2021Common Stock4,328Increased189.690.061,494,000.00-65.48345.19Form 13
First Bank & Trust03-31-2021Common Stock1,367Increased0.660.24472,000.00-6.72345.28Form 13
Sound Income Strategies, Llc03-31-2021Com18Maintained0.000.006,214,000.0088,671.43345,222.22Form 13
Global Retirement Partners, Llc03-31-2021Com14Increased75.000.005,000.0066.67357.14Form 13
Nachman Norwood & Parrott, Inc03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Tsfg, Llc03-31-2021Common Stock0Liquidated!-100.000.000.000.000.00Form 13
Cva Family Office, Llc03-31-2021Com36New!0.000.0012,000.000.00333.33Form 13
Heron Financial Group, Llc03-31-2021Com1,707Increased2.580.36600,000.00-6.54351.49Form 13
Veriti Management Llc03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma03-31-2021Common Stock1,800Maintained0.000.01621,000.00-7.45345.00Form 13
Crossmark Global Holdings, Inc.03-31-2021Com9,162Decreased-12.170.083,163,000.00-18.61345.23Form 13
Retirement Systems Of Alabama03-31-2021Com15,005Decreased-7.520.025,180,000.00-14.30345.22Form 13
Yorkbridge Wealth Partners, Llc03-31-2021Stock851Increased45.970.09294,000.0035.48345.48Form 13
Gps Wealth Strategies Group, Llc03-31-2021Common Stock9New!0.000.003,000.000.00333.33Form 13
Cx Institutional03-31-2021Com5,074Increased2703.310.161,752,000.002,514.93345.29Form 13
Symphony Financial, Ltd. Co.03-31-2021Com1,500New!0.000.14537,000.000.00358.00Form 13
Wolff Wiese Magana Llc03-31-2021Com13Decreased-94.580.004,000.00-95.51307.69Form 13
Trust Co Of Vermont03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Motco03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Next Financial Group, Inc03-31-2021Com811Increased9.450.02280,000.001.45678.90Form 13
Systematic Alpha Investments, Llc03-31-2021Share1,300New!0.000.03449,000.000.00345.38Form 13
Fenimore Asset Management Inc03-31-2021Com100,696Decreased-0.150.9034,764,000.00-7.46345.24Form 13