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Pentair
PNR

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
401
Trust Company of Vermont
Vermont
$27K – – –
CIA
402
Cascade Investment Advisors
Oregon
$26.5K – – –
BCA
403
Berman Capital Advisors
Georgia
$25K -$205 -4 -0.8%
LFG
404
Larson Financial Group
Missouri
$25K +$103 +2 +0.4%
GAM
405
Gemmer Asset Management
California
$23K +$154 +3 +0.7%
CCA
406
Childress Capital Advisors
Texas
$21K +$20.6K +402 New
JCM
407
Jacobi Capital Management
Pennsylvania
$20K – – –
DWM
408
Defined Wealth Management
Oregon
$20K +$19.6K +383 New
BAM
409
Barrett Asset Management
New York
$18K – – –
LWCFA
410
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18K +$1.64K +32 +11%
OSAM
411
O'Shaughnessy Asset Management
Connecticut
$18K +$6.62K +129 +62%
SFS
412
Sowell Financial Services
Arkansas
$16K +$51 +1 +0.3%
PWPS
413
Pinnacle Wealth Planning Services
Ohio
$16K +$14.6K +284 New
TFO
414
Tarbox Family Office
California
$15K – – –
TWA
415
TCI Wealth Advisors
Arizona
$15K – – –
APA
416
American Portfolios Advisors
New York
$13.3K – – –
WT
417
Whittier Trust
California
$13K – – –
CCM
418
Covington Capital Management
California
$13K +$51 +1 +0.4%
AP
419
Atwood & Palmer
Missouri
$13K +$12.8K +250 New
KFI
420
Key Financial Inc
Pennsylvania
$13K +$12.8K +250 New
JFA
421
JNBA Financial Advisors
Minnesota
$12K -$5.74K -112 -33%
PG
422
Proffitt & Goodson
Tennessee
$12K +$718 +14 +7%
AF
423
Advisornet Financial
Minnesota
$12K +$2.87K +56 +35%
BBHC
424
Brown Brothers Harriman & Co
New York
$12K +$4.87K +95 +68%
TPWA
425
TRUE Private Wealth Advisors
Oregon
$12K +$10.5K +204 +756%
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