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Pentair
PNR

Name Holding Trade Value Shares
Change 		Change in
Stake
IRP
451
Investment Research Partners
Pennsylvania
$300K +$108K +1,370 +54%
II
452
Inspire Investing
Idaho
$297K +$83.1K +1,050 +37%
MFS
453
Mirabella Financial Services
United Kingdom
$296K -$191K -2,410 -38%
GA
454
GFS Advisors
Texas
$295K +$43K +543 New
ACIM
455
Azimuth Capital Investment Management
Michigan
$291K +$31.6K +400 +12%
QIM
456
Quantitative Investment Management
Virginia
$290K +$15.3K +193 +5%
ACM
457
Argyle Capital Management
Pennsylvania
$289K – – –
CM
458
Capula Management
Cayman Islands
$288K +$44.1K +557 +17%
CFG
459
Citizens Financial Group
Rhode Island
$288K +$297K +3,759 New
UCFA
460
United Capital Financial Advisors
Texas
$287K +$15.9K +201 +6%
AFCM
461
Applied Finance Capital Management
Puerto Rico
$287K +$66.2K +837 +29%
BWM
462
Buska Wealth Management
Wisconsin
$284K – – –
PCA
463
Pallas Capital Advisors
Massachusetts
$284K +$293K +3,704 New
VI
464
Vestcor Inc
New Brunswick, Canada
$276K – – –
GCM
465
Graham Capital Management
Connecticut
$272K +$281K +3,553 New
AWA
466
Arkadios Wealth Advisors
Georgia
$272K -$30.3K -383 -10%
SSW
467
Smith Shellnut Wilson
Mississippi
$269K – – –
AU
468
AlphaGrep UK
$269K -$49K -620 -15%
MCM
469
MAI Capital Management
Ohio
$267K +$154K +1,947 +126%
KWM
470
Kingsview Wealth Management
Oregon
$267K -$20.5K -259 -7%
SAM
471
Securian Asset Management
Minnesota
$265K -$7.91K -100 -2%
SB
472
Strategic Blueprint
Georgia
$265K -$40.7K -514 -13%
WEG
473
World Equity Group
Illinois
$264K – – –
ABLA
474
Alan B. Lancz & Associates
Ohio
$264K – – –
IWC
475
Integrated Wealth Concepts
Massachusetts
$263K -$96.9K -1,225 -26%
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19
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