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Pentair
PNR

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
401
IEQ Capital
California
$337K -$4.19K -52 -1%
BCV
402
Banque Cantonale Vaudoise
Switzerland
$334K +$294K +3,648 +520%
ABLA
403
Alan B. Lancz & Associates
Ohio
$333K +$350K +4,342 New
PP
404
Paloma Partners
Connecticut
$332K +$349K +4,336 New
SC
405
Steph & Co
Wisconsin
$332K – – –
MFG
406
Merit Financial Group
Georgia
$330K +$82.4K +1,023 +31%
RRA
407
Round Rock Advisors
Connecticut
$330K – – –
EM
408
ELCO Management
New York
$324K +$340K +4,220 New
AAS
409
Avantax Advisory Services
Texas
$323K +$148K +1,841 +78%
GWM
410
Gitterman Wealth Management
New Jersey
$322K +$61.7K +766 +22%
WH
411
Whitcomb & Hess
Ohio
$321K – – –
FTDI
412
First Trust Direct Indexing
Massachusetts
$316K +$45.8K +569 +16%
OFG
413
Oxford Financial Group
Indiana
$316K -$1.21K -15 -0.4%
HBCM
414
Heron Bay Capital Management
Michigan
$315K – – –
GWM
415
Gibbs Wealth Management
Georgia
$311K +$109K +1,355 +50%
NIM
416
NEOS Investment Management
Connecticut
$309K +$80.2K +996 +33%
BSW
417
Buckingham Strategic Wealth
Missouri
$301K +$58.5K +726 +23%
SSW
418
Smith Shellnut Wilson
Mississippi
$300K – – –
FMLI
419
Fukoku Mutual Life Insurance
Japan
$297K – – –
BP
420
Ballentine Partners
Massachusetts
$296K +$17.2K +213 +6%
NERM
421
New England Research & Management
Illinois
$295K -$32.2K -400 -9%
BFEC
422
Benjamin F. Edwards & Company
Missouri
$295K +$14K +174 +5%
SWP
423
Stratos Wealth Partners
Ohio
$293K -$16.8K -209 -5%
OWM
424
OneAscent Wealth Management
Alabama
$292K +$55.6K +690 +22%
VI
425
Vestcor Inc
New Brunswick, Canada
$291K – – –
15 16
17
18 19