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Pentair
PNR

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
676
Mowery & Schoenfeld Wealth Management
Illinois
$2.98K – – –
VWM
677
Vermillion Wealth Management
Minnesota
$2.98K – – –
MCM
678
MV Capital Management
Maryland
$2.67K -$280 -3 -10%
CT
679
Clearstead Trust
Maine
$2.67K +$2.43K +26 New
KHC
680
Koesten Hirschmann & Crabtree
Kansas
$2.65K +$2.43K +26 New
MYIA
681
Mount Yale Investment Advisors
Colorado
$2.57K +$2.33K +25 New
CFS
682
CGC Financial Services
Oregon
$2.36K – – –
NC
683
NewSquare Capital
Pennsylvania
$2.36K +$280 +3 +15%
GBT
684
Grove Bank & Trust
Florida
$2.36K +$747 +8 +53%
WA
685
WPG Advisers
Maryland
$2.26K – – –
MIM
686
MTM Investment Management
South Carolina
$2.16K +$1.96K +21 New
SIC
687
SJS Investment Consulting
Ohio
$2.05K -$1.4K -15 -43%
ST
688
Smithfield Trust
Pennsylvania
$2K -$5.7K -61 -73%
CAL
689
Capital Analysts LLC
Pennsylvania
$2K – – –
CFO
690
CVA Family Office
Colorado
$1.75K – – –
FCAS
691
First Command Advisory Services
Texas
$1.75K – – –
EWA
692
EQ Wealth Advisors
Texas
$1.64K – – –
TCA
693
Trifecta Capital Advisors
Illinois
$1.64K – – –
CPG
694
Cornerstone Planning Group
New Jersey
$1.56K +$747 +8 +114%
AFG
695
Albion Financial Group
Utah
$1.54K – – –
FMP
696
Financial Management Professionals
Texas
$1.54K – – –
TFM
697
TFC Financial Management
Massachusetts
$1.44K +$93 +1 +8%
CFFP
698
Center for Financial Planning
Michigan
$1.44K – – –
LWMI
699
Legacy Wealth Management (Idaho)
Idaho
$1.44K – – –
LIS
700
Legacy Investment Solutions
Idaho
$1.44K +$1.31K +14 New
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