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Pentair
PNR

Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
451
Charter Oak Capital Management
New Hampshire
$2K – – –
FMTCOCP
452
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K – – –
KFP
453
KB Financial Partners
New Jersey
$2K – – –
ZB
454
Zions Bancorporation
Utah
$2K – – –
WT
455
Whittier Trust
California
$2K +$200 +4 +10%
VRM
456
Vectors Research Management
New York
$2K +$250 +5 +17%
DI
457
Disciplined Investments
Oklahoma
$2K +$300 +6 +21%
SC
458
Schubert & Co
Texas
$2K +$1.45K +29 +171%
CAL
459
Capital Advisors Ltd
Ohio
$2K +$1.7K +34 New
JWM
460
Janiczek Wealth Management
Colorado
$2K +$1.7K +34 New
GKIM
461
GW&K Investment Management
Massachusetts
$2K +$2.4K +48 +800%
VCM
462
Vigilant Capital Management
Maine
$2K +$2.55K +51 New
ECM
463
Estabrook Capital Management
New York
$1.83K – – –
RWM
464
Raffa Wealth Management
District of Columbia
$1.72K – – –
FP
465
Financial Perspectives
Minnesota
$1.65K – – –
PP
466
PFS Partners
New Jersey
$1.53K – – –
SWA
467
Sutton Wealth Advisors
Florida
$1.28K -$1K -20 -42%
WPA
468
West Paces Advisors
Georgia
$1.24K – – –
CFO
469
CVA Family Office
Colorado
$1K -$11.3K -225 -95%
EI
470
Ellevest Inc
New York
$1K -$8.71K -174 -91%
CWC
471
Carolinas Wealth Consulting
North Carolina
$1K -$4.41K -88 -76%
SWA
472
SOA Wealth Advisors
New York
$1K -$2.55K -51 -55%
AFG
473
Albion Financial Group
Utah
$1K – – –
AAP
474
Arax Advisory Partners
Colorado
$1K – – –
BWA
475
BDO Wealth Advisors
Florida
$1K – – –
17 18
19
20 21