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Trane Technologies
TT

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
451
Wealth Alliance
New York
$532K +$11.7K +104 +2%
RC
452
RegentAtlantic Capital
New Jersey
$529K +$21.1K +188 +5%
CFGS
453
Concourse Financial Group Securities
Alabama
$527K +$67.9K +605 +16%
GC
454
Grimes & Company
Massachusetts
$515K – – –
BUB
455
BBVA USA Bancshares
Texas
$515K +$19.1K +170 +3%
HNB
456
Huntington National Bank
Ohio
$512K -$16.6K -148 -3%
AC
457
Arjuna Capital
North Carolina
$509K -$18.2K -162 -4%
CM
458
Castleark Management
Illinois
$509K – – –
SFG
459
Summit Financial Group
West Virginia
$509K – – –
RC
460
Roundview Capital
New Jersey
$505K +$17.1K +152 +4%
BRWA
461
B. Riley Wealth Advisors
Florida
$505K +$126K +1,126 +34%
SCI
462
S&CO Inc
Massachusetts
$500K – – –
SNT
463
Security National Trust
West Virginia
$491K – – –
GT
464
Greenleaf Trust
Michigan
$490K -$11.7K -104 -3%
MAM
465
Morse Asset Management
Connecticut
$490K – – –
IA
466
IFG Advisory
Georgia
$488K – – –
DJSG
467
D.J. St. Germain
Massachusetts
$483K – – –
WP
468
WealthShield Partners
North Carolina
$483K +$132K +1,177 +42%
AIM
469
Aspen Investment Management
Michigan
$481K -$39.3K -350 -8%
MWM
470
MorganRosel Wealth Management
Colorado
$480K -$182K -1,625 -29%
SW
471
SVB Wealth
Massachusetts
$478K -$176K -1,565 -28%
ACM
472
AlphaStar Capital Management
North Carolina
$477K +$21.2K +189 +5%
B
473
Bellecapital
Switzerland
$477K +$35.9K +320 +9%
PCA
474
Peddock Capital Advisors
Massachusetts
$474K – – –
HWA
475
Heritage Wealth Advisors
Virginia
$472K – – –
17 18
19
20 21