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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
WMWM
676
Whitaker-Myers Wealth Managers
Ohio
$1.45M +$737K +1,783 +92%
IAN
677
Integrated Advisors Network
Texas
$1.44M -$9.51K -23 -0.6%
LIP
678
Liontrust Investment Partners
United Kingdom
$1.44M -$55K -133 -3%
CFG
679
Citizens Financial Group
Rhode Island
$1.43M +$26.9K +65 +2%
MWM
680
Marietta Wealth Management
Georgia
$1.42M – – –
PVI
681
Pine Valley Investments
New Jersey
$1.41M +$414 +1 +0%
TAFW
682
Tred Avon Family Wealth
Maryland
$1.41M – – –
VF
683
Virtu Financial
New York
$1.41M +$1.5M +3,616 New
VR
684
Vision Retirement
New Jersey
$1.41M +$1.49M +3,612 New
CWS
685
Confluence Wealth Services
Pennsylvania
$1.4M -$18.6K -45 -1%
SI
686
Seeds Investor
New York
$1.39M +$3.31K +8 +0.2%
EFS
687
Essex Financial Services
Connecticut
$1.39M +$155K +374 +12%
MFG
688
Monte Financial Group
Connecticut
$1.39M +$51.7K +125 +4%
TCA
689
Transcend Capital Advisors
New Jersey
$1.38M -$277K -670 -16%
WC
690
Westhampton Capital
North Carolina
$1.38M -$6.2K -15 -0.4%
SAM
691
Silvercrest Asset Management
New York
$1.38M -$101K -244 -6%
BWM
692
Buckley Wealth Management
Nevada
$1.38M -$4.14K -10 -0.3%
BWAM
693
Boyd Watterson Asset Management
Ohio
$1.37M -$8.27K -20 -0.6%
HT
694
Headlands Technologies
Illinois
$1.37M +$1.45M +3,514 New
SC
695
Syon Capital
California
$1.36M +$124K +301 +9%
CA
696
Clearstead Advisors
Ohio
$1.36M +$194K +468 +15%
HA
697
Harbor Advisors
Florida
$1.36M – – –
MGIA
698
Moneta Group Investment Advisors
Missouri
$1.36M -$29K -70 -2%
CFIA
699
Cantor Fitzgerald Investment Advisors
New York
$1.36M -$204K -494 -12%
SRA
700
Secured Retirement Advisors
Minnesota
$1.35M +$80.7K +195 +6%
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