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Pentair
PNR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMAG
551
Pinnacle Wealth Management Advisory Group
New Jersey
$221K -$21.4K -200 -9%
WWC
552
Waypoint Wealth Counsel
Georgia
$219K +$211K +1,978 New
CCA
553
Checchi Capital Advisers
California
$217K – – –
ASN
554
Advisory Services Network
Georgia
$216K -$33.3K -312 -14%
FA
555
Fedenia Advisers
Wisconsin
$211K +$203K +1,904 New
MIM
556
Marco Investment Management
Georgia
$210K +$203K +1,900 New
OFO
557
OneAscent Family Office
Alabama
$210K +$203K +1,900 New
PAW
558
Plan A Wealth
Nebraska
$210K +$202K +1,896 New
FFA
559
Farther Finance Advisors
California
$210K +$95.3K +893 +89%
EWS
560
Evergreen Wealth Solutions
Pennsylvania
$208K +$200K +1,877 New
BDFN
561
Bond & Devick Financial Network
Minnesota
$207K +$200K +1,872 New
VFA
562
Valeo Financial Advisors
Indiana
$207K +$199K +1,866 New
AG
563
Algert Global
California
$206K +$199K +1,860 New
LAM
564
Longboard Asset Management
Arizona
$203K +$196K +1,836 New
FHA
565
Flagship Harbor Advisors
Massachusetts
$203K +$196K +1,834 New
PA
566
Profund Advisors
Maryland
$203K -$34K -318 -15%
SPIA
567
Steward Partners Investment Advisory
New York
$196K +$155K +1,452 +454%
AF
568
Allworth Financial
California
$195K +$109K +1,024 +138%
AIM
569
Anchor Investment Management
South Carolina
$191K – – –
CM
570
Capula Management
Cayman Islands
$187K +$180K +1,687 New
RCM
571
Raleigh Capital Management
North Carolina
$186K +$179K +1,680 New
BC
572
Bayforest Capital
United Kingdom
$173K +$166K +1,559 New
AS
573
Altshuler Shaham
Israel
$170K -$138K -1,293 -46%
AIP
574
Ameritas Investment Partners
Nebraska
$165K -$12.4K -116 -7%
UFF
575
USA Financial Formulas
Michigan
$159K -$34.8K -326 -19%
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