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Pentair
PNR

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
601
Medallion Wealth Advisors
Connecticut
$58K – – –
HFM
602
Harvest Fund Management
China
$57K – – –
RFG
603
REAP Financial Group
Texas
$53.3K +$51.4K +481 New
KFI
604
Key Financial Inc
Pennsylvania
$51.9K +$747 +7 +2%
OL
605
OneFund LLC
Florida
$50.5K +$2.03K +19 +4%
CA
606
Clearstead Advisors
Ohio
$48.7K +$21.8K +204 +86%
NC
607
North Capital
Utah
$48.3K +$107 +1 +0.2%
HWM
608
Hemington Wealth Management
Virginia
$48K +$2.03K +19 +5%
CH
609
Cromwell Holdings
Wyoming
$45.9K – – –
SIM
610
Sentry Investment Management
Wisconsin
$45K -$7.15K -67 -14%
CA
611
CoreCap Advisors
Michigan
$44.9K +$16K +150 +59%
NSIM
612
North Star Investment Management
Illinois
$44.7K – – –
AF
613
Advisornet Financial
Minnesota
$44.3K – – –
NS
614
NBC Securities
Alabama
$42.4K – – –
RFP
615
Root Financial Partners
California
$41.2K +$39.7K +372 New
CSPIA
616
Cary Street Partners Investment Advisory
Virginia
$39.3K +$7.47K +70 +25%
NECFA
617
New England Capital Financial Advisors
Connecticut
$35.8K – – –
PFBT
618
Parkside Financial Bank & Trust
Missouri
$33.2K +$214 +2 +0.7%
ATC
619
Adirondack Trust Company
New York
$33.2K – – –
EB
620
Eastern Bank
Massachusetts
$33.2K – – –
WANY
621
Wealthspire Advisors (New York)
New York
$33K +$31.8K +298 New
TPCW
622
TD Private Client Wealth
New York
$32.6K – – –
FFO
623
Fortitude Family Office
Arizona
$31.6K +$320 +3 +1%
SSG
624
Summit Securities Group
New York
$31.3K +$18.4K +172 +155%
PTC
625
Private Trust Company
Ohio
$30.3K -$534 -5 -2%
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