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Pentair

Name Holding Trade Value Shares
Change
Change in
Stake
LA
501
LVW Advisors
New York
$254K – – –
FFM
502
Forum Financial Management
Illinois
$251K +$1.72K +18 +0.6%
CAMG
503
CWA Asset Management Group
Florida
$251K +$22.5K +236 +9%
PEAK6
504
PEAK6
Illinois
$250K +$272K +2,857 New
AS
505
Altshuler Shaham
Israel
$247K -$217K -2,280 -45%
OR
506
Olympiad Research
Connecticut
$246K +$268K +2,817 New
GWAM
507
Guardian Wealth Advisors (Minnesota)
Minnesota
$246K -$4.58K -48 -2%
FAFN
508
First Affirmative Financial Network
Colorado
$244K -$14.7K -154 -5%
CI
509
CX Institutional
Indiana
$241K +$29.8K +313 +13%
HCA
510
Harbour Capital Advisors
Virginia
$240K +$281K +2,946 New
OFS
511
OneAscent Financial Services
Alabama
$240K -$39.4K -413 -13%
BA
512
Bridgewater Associates
Connecticut
$237K +$31.5K +330 +14%
Kovitz Investment Group Partners
513
Kovitz Investment Group Partners
Illinois
$237K -$88.1K -924 -25%
MAS
514
Meeder Advisory Services
Ohio
$232K -$28K -294 -10%
OAM
515
Oppenheimer Asset Management
New York
$231K +$252K +2,645 New
BP
516
Ballentine Partners
Massachusetts
$230K -$186K -1,947 -43%
CF
517
Copperwynd Financial
Arizona
$230K -$67.7K -710 -21%
UCFA
518
United Capital Financial Advisors
Texas
$228K +$1.33K +14 +0.5%
AB
519
ANB Bank
Colorado
$226K +$4.29K +45 +2%
CGL
520
Clarius Group LLC
Washington
$226K +$2.57K +27 +1%
EWA
521
EverSource Wealth Advisors
Alabama
$225K +$11.5K +121 +5%
Capstone Investment Advisors
522
Capstone Investment Advisors
New York
$224K -$274K -2,872 -53%
MG
523
Mather Group
Illinois
$223K +$27.2K +285 +13%
William Blair & Company
524
William Blair & Company
Illinois
$222K -$27.6K -290 -10%
BONH
525
Bank of New Hampshire
New Hampshire
$222K – – –