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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
NIC
701
Northwest Investment Counselors
Oregon
$44K +$40.6K +362 New
NSIM
702
North Star Investment Management
Illinois
$42K – – –
AAP
703
Arax Advisory Partners
Colorado
$42K +$16.8K +150 +75%
PFBT
704
Parkside Financial Bank & Trust
Missouri
$41K -$449 -4 -1%
VCM
705
Versant Capital Management
Arizona
$40K – – –
AIM
706
Anchor Investment Management
South Carolina
$38.1K – – –
CI
707
CX Institutional
Indiana
$38K +$26.2K +233 +303%
APWM
708
Atlas Private Wealth Management
New York
$37K – – –
SC
709
Solstein Capital
California
$37K – – –
CT
710
Caldwell Trust
Florida
$35.4K – – –
FFA
711
Founders Financial Alliance
North Carolina
$35K +$31.4K +280 New
WPA
712
West Paces Advisors
Georgia
$34.7K – – –
GRP
713
Global Retirement Partners
California
$34K – – –
KFS
714
Kelly Financial Services
Massachusetts
$31.3K +$112 +1 +0.4%
VRM
715
Vectors Research Management
New York
$30K – – –
HIA
716
Harbor Investment Advisory
Maryland
$29K +$26.5K +236 New
NFG
717
Next Financial Group
Texas
$29K +$26.9K +240 New
TFM
718
TFC Financial Management
Massachusetts
$29K +$27.2K +242 New
MAM
719
Marquette Asset Management
Minnesota
$27K – – –
CFO
720
CVA Family Office
Colorado
$27K +$24.7K +220 New
VFA
721
Valeo Financial Advisors
Indiana
$25K -$26.7K -238 -53%
OC
722
Oakworth Capital
Alabama
$24K – – –
SWA
723
Sutton Wealth Advisors
Florida
$23.8K +$898 +8 +4%
CTB
724
Country Trust Bank
Illinois
$23K -$14.8M -131,530 -100%
CAL
725
Capital Analysts LLC
Pennsylvania
$23K – – –
27 28
29
30 31