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Pentair
PNR

Name Holding Trade Value Shares
Change 		Change in
Stake
SFSIG
451
San Francisco Sentry Investment Group
California
$4K +$509 +10 +16%
CFA
452
Carroll Financial Associates
North Carolina
$3K – – –
SF
453
Synovus Financial
Georgia
$3K +$2.65K +52 New
OC
454
Oakworth Capital
Alabama
$2K -$611 -12 -25%
TFO
455
Tarbox Family Office
California
$2K – – –
PMFA
456
Plante Moran Financial Advisors
Michigan
$2K +$1.27K +25 +139%
RIA
457
Regal Investment Advisors
Michigan
$1K -$35.7K -701 -98%
CAW
458
Cornerstone Advisors (Washington)
Washington
$1K -$1.98K -39 -75%
AFIA
459
America First Investment Advisors
Nebraska
$1K – – –
AA
460
Apriem Advisors
California
$1K – – –
HF
461
Hoxton Financial
West Virginia
$1K – – –
HI
462
Hudock Inc
Pennsylvania
$1K – – –
KTC
463
Kistler-Tiffany Companies
Pennsylvania
$1K – – –
NSIM
464
North Star Investment Management
Illinois
$1K – – –
PFSC
465
Peoples Financial Services Corp
Pennsylvania
$1K – – –
RNS
466
Robert N. Shapiro
$1K – – –
TCM
467
Tradewinds Capital Management
Washington
$1K – – –
TFA
468
Transamerica Financial Advisors
Florida
$1K – – –
CGT
469
Capital Guardian Trust
California
$1K +$814 +16 New
NFG
470
Next Financial Group
Texas
$1K +$814 +16 New
PSI
471
Pinnacle Summer Investments
Virginia
$1K +$916 +18 New
NC
472
NewSquare Capital
Pennsylvania
$1K +$1.07K +21 New
RWM
473
Raffa Wealth Management
District of Columbia
$649 – – –
BIT
474
BlackRock Institutional Trust
California
– -$408M -7,656,168 Closed
BFA
475
BlackRock Fund Advisors
California
– -$199M -3,739,954 Closed
17 18
19
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