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Pentair
PNR

Name Holding Trade Value Shares
Change 		Change in
Stake
JSAM
651
J. Safra Asset Management
New York
$2.53K +$2.61K +33 New
RJA
652
Ross\Johnson & Associates
Minnesota
$2.3K +$79 +1 +3%
MSWM
653
Mowery & Schoenfeld Wealth Management
Illinois
$2.23K – – –
FNWA
654
Financial Network Wealth Advisors
Utah
$2.18K -$1.42K -18 -39%
MCM
655
MV Capital Management
Maryland
$2.15K -$870 -11 -28%
RWM
656
Raffa Wealth Management
District of Columbia
$2.14K -$3.24K -41 -59%
FDW
657
Fourth Dimension Wealth
Ohio
$2.07K +$2.14K +27 New
ST
658
Smithfield Trust
Pennsylvania
$2K – – –
PS
659
Planning Strategies
Pennsylvania
$1.99K +$2.06K +26 New
CPG
660
Cornerstone Planning Group
New Jersey
$1.96K +$158 +2 +7%
CFS
661
CGC Financial Services
Oregon
$1.76K – – –
GBT
662
Grove Bank & Trust
Florida
$1.76K – – –
NS
663
NBC Securities
Alabama
$1.76K – – –
MIM
664
MTM Investment Management
South Carolina
$1.61K – – –
SWM
665
Spire Wealth Management
Virginia
$1.53K -$79 -1 -5%
AAG
666
Armstrong Advisory Group
Massachusetts
$1.52K – – –
TFM
667
TFC Financial Management
Massachusetts
$1.31K +$316 +4 +31%
FCAS
668
First Command Advisory Services
Texas
$1.3K – – –
SIM
669
Synergy Investment Management
Florida
$1.26K +$1.5K +19 New
CFM
670
Cornerstone Financial Management
Massachusetts
$1.23K -$316 -4 -20%
BHWM
671
Beaird Harris Wealth Management
Texas
$1.23K – – –
FC
672
Financial Consulate
Maryland
$1.23K – – –
WTA
673
Washington Trust Advisors
Massachusetts
$1.23K +$79 +1 +7%
AFG
674
Albion Financial Group
Utah
$1.15K – – –
PWA
675
Physician Wealth Advisors
Utah
$1.15K +$79 +1 +7%
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