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Pentair

Name Holding Trade Value Shares
Change
Change in
Stake
GWAM
501
Guardian Wealth Advisors (Minnesota)
Minnesota
$290K -$18.7K -175 -6%
EH
502
Equitable Holdings
New York
$290K +$61K +571 +28%
HCA
503
Harbour Capital Advisors
Virginia
$289K -$21.9K -205 -7%
OWA
504
Outlook Wealth Advisors
Texas
$286K +$276K +2,582 New
EWM
505
Evercore Wealth Management
New York
$286K +$275K +2,579 New
UCFA
506
United Capital Financial Advisors
Texas
$282K +$8.33K +78 +3%
BONH
507
Bank of New Hampshire
New Hampshire
$281K
SMA
508
Sage Mountain Advisors
Georgia
$276K +$266K +2,495 New
KF
509
Krilogy Financial
Missouri
$273K +$270K +2,526 New
PFM
510
Patton Fund Management
Texas
$271K +$261K +2,447 New
CI Investments Inc
511
CI Investments Inc
Ontario, Canada
$271K +$13.7K +128 +6%
TE
512
Tema ETFs
New York
$270K +$260K +2,439 New
II
513
Inspire Investing
Idaho
$270K +$4.59K +43 +2%
OAM
514
Oppenheimer Asset Management
New York
$269K -$12.4K -116 -5%
PTC
515
Philadelphia Trust Company
Pennsylvania
$266K
ACA
516
Aptus Capital Advisors
Alabama
$266K -$2.13K -20 -0.8%
PWM
517
Perigon Wealth Management
California
$265K +$256K +2,396 New
BFS
518
Bradley Foster & Sargent
Connecticut
$263K
HAIM
519
Hunter Associates Investment Management
Pennsylvania
$263K
CSP
520
Cary Street Partners
Virginia
$261K -$4.59K -43 -2%
AF
521
Affiance Financial
Minnesota
$260K
GLF
522
Groupe la Francaise
France
$258K +$12K +112 +5%
OAM
523
Ostrum Asset Management
France
$256K -$7.69K -72 -3%
MG
524
Mather Group
Illinois
$255K -$17.6K -165 -7%
BAAM
525
Baker Avenue Asset Management
California
$254K +$245K +2,292 New