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Pentair
PNR

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
401
Klingman & Associates
New York
$5K – – –
PHK
402
Point72 Hong Kong
Hong Kong
$5K +$5.45K +149 New
PR
403
Payden & Rygel
California
$5K +$5.92K +162 New
GWM
404
Gupta Wealth Management
California
$4K -$3.18K -87 -41%
EDRE
405
Edmond de Rothschild (Europe)
Luxembourg
$4K – – –
TDC
406
Thompson Davis & Co
Virginia
$4K – – –
ZB
407
Zions Bancorporation
Utah
$4K +$3.11K +85 +155%
CFA
408
Carroll Financial Associates
North Carolina
$4K +$3.69K +101 +481%
GBT
409
Grove Bank & Trust
Florida
$4K +$4.35K +119 New
GI
410
Gradient Investments
Minnesota
$3K -$1.9K -52 -37%
AAC
411
Asset Advisors Corp
Georgia
$3K – – –
CHC
412
City Holding Co
West Virginia
$3K – – –
AFP
413
Ausdal Financial Partners
Iowa
$3K +$2.81K +77 New
IWMPD
414
Integrated Wealth Management (Palm Desert)
California
$3K +$3.04K +83 New
TSU
415
TD Securities (USA)
New York
$2K -$3.4K -93 -61%
PFBT
416
Parkside Financial Bank & Trust
Missouri
$2K -$256 -7 -10%
EFSCE
417
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
KT
418
Kanaly Trust
Texas
$2K – – –
QAM
419
QCI Asset Management
New York
$2K – – –
ST
420
Smithfield Trust
Pennsylvania
$2K – – –
SF
421
Synovus Financial
Georgia
$2K – – –
TCA
422
Tortoise Capital Advisors
Kansas
$2K – – –
VIA
423
Vantage Investment Advisors
Pennsylvania
$2K – – –
NSIM
424
North Star Investment Management
Illinois
$1K -$5.52K -151 -83%
LWA
425
Lenox Wealth Advisors
New York
$1K -$1.21K -33 -60%
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17
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