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Pentair

Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
401
Capstone Investment Advisors
New York
$547K +$232K +2,267 +72%
GWM
402
Gibbs Wealth Management
Georgia
$545K +$84.5K +824 +18%
SB
403
Strategic Blueprint
Georgia
$543K -$104K -1,012 -16%
AAS
404
Annex Advisory Services
Wisconsin
$540K +$15.5K +151 +3%
SI
405
Stephens Inc
Arkansas
$540K +$4.61K +45 +0.8%
GXJ
406
Global X Japan
Japan
$527K +$20.4K +199 +4%
QL
407
Quarry LP
New York
$518K +$501K +4,888 +1,873%
MSFS
408
Main Street Financial Solutions
Pennsylvania
$518K -$8.3K -81 -2%
GRP
409
Global Retirement Partners
California
$514K +$130K +1,269 +33%
TI
410
Trexquant Investment
Connecticut
$514K +$524K +5,110 New
AS
411
Altshuler Shaham
Israel
$514K -$235K -2,290 -31%
KWM
412
Kingsview Wealth Management
Oregon
$510K +$261K +2,544 +101%
RMDI
413
R.M. Davis Inc
Maine
$507K
AAS
414
Avantax Advisory Services
Texas
$498K +$45.1K +440 +10%
HNW
415
High Note Wealth
Minnesota
$493K
KAS
416
Kestra Advisory Services
Texas
$491K +$139K +1,353 +38%
AC
417
Allstate Corporation
Illinois
$491K +$500K +4,876 New
SOW
418
State of Wyoming
Wyoming
$486K -$17.7K -173 -3%
GWM
419
Gitterman Wealth Management
New Jersey
$475K +$30K +293 +7%
SWM
420
Shakespeare Wealth Management
Wisconsin
$474K -$11.7K -114 -2%
PF
421
Phoenix Financial
Israel
$469K -$12.8K -125 -3%
IMCOOI
422
Investment Management Corp of Ontario (IMCO)
Canada
$468K -$92.3K -900 -16%
BP
423
Ballentine Partners
Massachusetts
$461K +$68.8K +671 +17%
EWA
424
EP Wealth Advisors
California
$447K -$5.84K -57 -1%
MHIC
425
Marble Harbor Investment Counsel
Massachusetts
$446K