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Pentair

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
501
Empirical Wealth Management
Washington
$229K -$16.9K -172 -6%
OWA
502
Outlook Wealth Advisors
Texas
$229K +$1.76K +18 +0.7%
OWP
503
ORG Wealth Partners
Texas
$225K -$331K -3,376 -57%
AWM
504
Apollon Wealth Management
South Carolina
$225K +$253K +2,581 New
EWM
505
Evercore Wealth Management
New York
$224K -$196 -2 -0.1%
IRP
506
Investment Research Partners
Pennsylvania
$221K -$49.2K -502 -16%
GWAM
507
Guardian Wealth Advisors (Minnesota)
Minnesota
$221K -$5.49K -56 -2%
DWM
508
Diversify Wealth Management
Utah
$220K +$266K +2,716 New
PWG
509
Portside Wealth Group
Utah
$219K -$79.1K -807 -24%
SW
510
SVB Wealth
Massachusetts
$213K +$240K +2,447 New
BONH
511
Bank of New Hampshire
New Hampshire
$213K -$9.8K -100 -4%
PFM
512
Patton Fund Management
Texas
$211K +$23.3K +238 +11%
PTC
513
Philadelphia Trust Company
Pennsylvania
$209K
HIS
514
Harvest Investment Services
Illinois
$208K -$4.31K -44 -2%
BFS
515
Bradley Foster & Sargent
Connecticut
$207K
CCA
516
Checchi Capital Advisers
California
$207K +$41K +418 +21%
BRWA
517
B. Riley Wealth Advisors
Florida
$207K -$42K -429 -15%
HCA
518
Harbour Capital Advisors
Virginia
$206K -$6.86K -70 -3%
CSP
519
Cary Street Partners
Virginia
$205K
BP
520
Ballentine Partners
Massachusetts
$205K +$12.2K +124 +6%
AF
521
Affiance Financial
Minnesota
$205K
PFGIA
522
Patriot Financial Group Insurance Agency
Massachusetts
$203K +$229K +2,334 New
ACA
523
Aptus Capital Advisors
Alabama
$202K -$10.5K -107 -4%
William Blair & Company
524
William Blair & Company
Illinois
$202K -$56.5K -577 -20%
MG
525
Mather Group
Illinois
$200K +$18.2K +186 +9%