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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
601
Private Trust Company
Ohio
$319K +$36.7K +266 +14%
KFS
602
Kaizen Financial Strategies
California
$319K +$304K +2,200 New
HI
603
HBK Investments
Texas
$316K -$1.66M -12,040 -85%
ST
604
Smithfield Trust
Pennsylvania
$316K -$28.2K -204 -9%
FC
605
Ferris Capital
Massachusetts
$316K +$1.24K +9 +0.4%
FM
606
Foster & Motley
Ohio
$315K -$79.1K -573 -21%
KPW
607
Kore Private Wealth
New York
$315K +$28K +203 +10%
ATPW
608
Ashton Thomas Private Wealth
Arizona
$314K +$2.35K +17 +0.8%
HL
609
HeadInvest LLC
Maine
$313K -$24.9K -180 -8%
OIA
610
Optimum Investment Advisors
Illinois
$311K – – –
CPO
611
Cerity Partners OCIO
New York
$309K +$414 +3 +0.1%
AWM
612
Altium Wealth Management
New York
$308K -$414 -3 -0.1%
GHAM
613
Gilman Hill Asset Management
Connecticut
$308K +$293K +2,120 New
CPA
614
Court Place Advisors
Maryland
$307K – – –
FRA
615
Front Row Advisors
California
$305K -$28.3K -205 -9%
BOM
616
Bank of Marin
California
$305K – – –
CWP
617
Capital Wealth Planning
Florida
$305K – – –
MFA
618
Mayflower Financial Advisors
Massachusetts
$305K +$291K +2,104 New
AC
619
Apella Capital
Connecticut
$302K – – –
FF
620
FourThought Financial
Florida
$302K +$288K +2,087 New
NA
621
NewEdge Advisors
Louisiana
$301K -$15.2K -110 -5%
MMPW
622
Mitchell McLeod Pugh & Williams
Alabama
$300K – – –
FI
623
FormulaFolio Investments
Michigan
$300K +$286K +2,069 New
BSSFA
624
Baron Silver Stevens Financial Advisors
Florida
$299K +$285K +2,065 New
PWLP
625
Prio Wealth Limited Partnership
Massachusetts
$298K – – –
23 24
25
26 27