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Pentair
PNR

Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
526
Advisory Services Network
Georgia
$250K +$47.8K +448 +23%
HCA
527
Harbour Capital Advisors
Virginia
$250K -$26.7K -250 -10%
SFS
528
Sowell Financial Services
Arkansas
$249K +$32.6K +305 +15%
VT
529
Vise Technologies
New York
$249K +$255K +2,389 New
OAM
530
Oxford Asset Management
United Kingdom
$249K +$255K +2,388 New
BFS
531
Bradley Foster & Sargent
Connecticut
$247K – – –
CSP
532
Cary Street Partners
Virginia
$245K – – –
AF
533
Affiance Financial
Minnesota
$245K – – –
EPW
534
Evolve Private Wealth
California
$245K +$251K +2,349 New
BIG
535
Brooklyn Investment Group
New York
$245K +$247K +2,312 New
GLF
536
Groupe la Francaise
France
$245K +$1.6K +15 +0.6%
AG
537
AlTi Global
New York
$243K +$249K +2,335 New
CFD
538
Creative Financial Designs
Indiana
$242K -$53.9K -505 -18%
SAM
539
Smartleaf Asset Management
Massachusetts
$241K +$7.69K +72 +3%
CPIG
540
Chicago Partners Investment Group
Illinois
$240K -$216K -2,022 -48%
SCP
541
Sivia Capital Partners
California
$237K -$97.3K -911 -29%
HAIM
542
Hunter Associates Investment Management
Pennsylvania
$236K -$10.6K -99 -4%
KF
543
Krilogy Financial
Missouri
$234K -$38K -356 -14%
SAM
544
Silvercrest Asset Management
New York
$234K +$2.14K +20 +0.9%
BP
545
Ballentine Partners
Massachusetts
$232K +$2.78K +26 +1%
HIP
546
HUB Investment Partners
Texas
$232K -$5.87K -55 -2%
CW
547
CreativeOne Wealth
Kansas
$231K +$237K +2,218 New
CAM
548
Claret Asset Management
Quebec, Canada
$230K -$641 -6 -0.3%
PFM
549
Patton Fund Management
Texas
$228K -$27.6K -258 -11%
MWM
550
Modern Wealth Management
Kansas
$228K +$2.78K +26 +1%
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