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Pentair

Name Holding Trade Value Shares
Change
Change in
Stake
UB
401
UMB Bank
Missouri
$532K -$221K -2,371 -31%
OIS
402
OneAscent Investment Solutions
Alabama
$524K +$280 +3 +0.1%
VSQM
403
V-Square Quantitative Management
Illinois
$523K +$28.2K +302 +6%
MSFS
404
Main Street Financial Solutions
Pennsylvania
$523K -$1.59K -17 -0.3%
GWM
405
Gitterman Wealth Management
New Jersey
$517K +$34.1K +365 +8%
RMDI
406
R.M. Davis Inc
Maine
$514K
AI
407
Atom Investors
Texas
$513K -$596K -6,384 -56%
GC
408
Globeflex Capital
California
$513K
FC
409
Farringdon Capital
United Kingdom
$505K +$459K +4,918 New
HNW
410
High Note Wealth
Minnesota
$503K
VI
411
Versor Investments
New York
$499K -$373 -4 -0.1%
EWA
412
EverSource Wealth Advisors
Alabama
$493K +$208K +2,230 +87%
GAM
413
Groupama Asset Management
France
$487K -$1.38M -14,789 -76%
AAS
414
Avantax Advisory Services
Texas
$485K -$26.2K -281 -6%
S
415
Steadtrust
Texas
$484K +$440K +4,710 New
SWM
416
Shakespeare Wealth Management
Wisconsin
$483K
Wealthfront Advisers
417
Wealthfront Advisers
California
$478K +$86.7K +929 +25%
BEI
418
Benjamin Edwards Inc
Missouri
$460K +$17.3K +185 +4%
WI
419
Wahed Invest
New York
$457K +$10.9K +117 +3%
MHIC
420
Marble Harbor Investment Counsel
Massachusetts
$455K
CB
421
Commerce Bank
Missouri
$454K -$210K -2,247 -34%
NA
422
NewEdge Advisors
Louisiana
$450K -$31.6K -338 -7%
WC
423
Waterloo Capital
Texas
$448K +$407K +4,364 New
TC
424
TownSquare Capital
Utah
$447K -$3.32M -35,608 -89%
SC
425
Steph & Co
Wisconsin
$445K