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Pentair

Name Holding Trade Value Shares
Change
Change in
Stake
SC
426
Steph & Co
Wisconsin
$480K
PCA
427
Pallas Capital Advisors
Massachusetts
$477K +$12.8K +120 +3%
RRA
428
Round Rock Advisors
Connecticut
$476K
GAM
429
Groupama Asset Management
France
$475K -$43.3K -406 -9%
ECM
430
Everence Capital Management
Indiana
$471K
PF
431
Phoenix Financial
Israel
$471K +$30.9K +289 +7%
OFG
432
Oxford Financial Group
Indiana
$468K +$8.86K +83 +2%
FPAS
433
Focus Partners Advisor Solutions
Missouri
$467K +$97.6K +914 +27%
WH
434
Whitcomb & Hess
Ohio
$464K
CPIG
435
Chicago Partners Investment Group
Illinois
$463K +$108K +1,015 +31%
GC
436
Globeflex Capital
California
$453K -$97.3K -911 -18%
LIM
437
Leavell Investment Management
Alabama
$453K
KWM
438
Kingsview Wealth Management
Oregon
$443K +$9.61K +90 +2%
CI
439
Corient IA
Florida
$443K
BC
440
Burney Company
Virginia
$443K
EWM
441
Empirical Wealth Management
Washington
$439K +$423K +3,964 New
WPC
442
Wedmont Private Capital
Pennsylvania
$432K +$10.8K +101 +3%
WC
443
Waterloo Capital
Texas
$430K -$51.6K -483 -11%
PWG
444
Portside Wealth Group
Utah
$425K +$20.9K +196 +5%
SSW
445
Smith Shellnut Wilson
Mississippi
$425K -$39.3K -368 -9%
ACM
446
Argyle Capital Management
Pennsylvania
$417K
FFM
447
Forum Financial Management
Illinois
$416K +$56.6K +530 +16%
ABLA
448
Alan B. Lancz & Associates
Ohio
$414K -$32K -300 -7%
BWM
449
Buska Wealth Management
Wisconsin
$412K +$397K +3,722 New
TRCT
450
Tower Research Capital (TRC)
New York
$410K -$187K -1,750 -32%