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Pentair
PNR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
601
Private Wealth Management Group
New Jersey
$6.98K +$2.06K +26 +40%
HIA
602
Harbor Investment Advisory
Maryland
$6.98K – – –
APFP
603
Action Point Financial Planning
Michigan
$6.97K +$7.36K +93 New
QL
604
Quarry LP
New York
$6.9K -$40K -506 -85%
BFP
605
Birchwood Financial Partners
Minnesota
$6.44K – – –
CPBTD
606
Central Pacific Bank - Trust Division
Hawaii
$6.36K +$6.57K +83 New
BGAI
607
Bruce G. Allen Investments
Colorado
$6.29K -$3.16K -40 -33%
RF
608
Rossby Financial
Florida
$6.29K +$1.42K +18 +28%
KFAS
609
Keating Financial Advisory Services
Kansas
$6.21K +$4.98K +63 +350%
PWMG
610
Prestige Wealth Management Group
New Jersey
$6.17K -$158 -2 -2%
MCM
611
Manchester Capital Management
Vermont
$5.98K -$396 -5 -6%
AFC
612
Ares Financial Consulting
California
$5.98K – – –
CTA
613
Colonial Trust Advisors
South Carolina
$5.9K +$6.09K +77 New
WETS
614
Wealth Enhancement Trust Services
South Dakota
$5.83K +$6.01K +76 New
MA
615
MCF Advisors
Kentucky
$5.52K – – –
OW
616
Olistico Wealth
Oklahoma
$5.52K – – –
BAM
617
Byrne Asset Management
New Jersey
$5.37K +$5.54K +70 New
DF
618
Downshift Financial
Colorado
$5.29K +$5.46K +69 New
CFO
619
CVA Family Office
Colorado
$5.06K -$11.3K -143 -68%
UFPG
620
United Financial Planning Group
New York
$5.06K +$5.22K +66 New
GKIM
621
GW&K Investment Management
Massachusetts
$5K +$1.5K +19 +42%
FFA
622
Frazier Financial Advisors
Ohio
$4.91K – – –
EFMH
623
E Fund Management (HK)
Hong Kong
$4.75K – – –
ADL
624
Asset Dedication LLC
California
$4.68K +$554 +7 +13%
NB
625
NBT Bank
New York
$4.52K +$4.67K +59 New
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