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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
726
Sandy Spring Bank
Maryland
$5K – – –
SFSIG
727
San Francisco Sentry Investment Group
California
$5K – – –
FMA
728
FNY Managed Accounts
New York
$4K -$14.8K -168 -75%
BCI
729
Brinker Capital Investments
Pennsylvania
$4K – – –
CBT
730
Central Bank & Trust
Kentucky
$4K – – –
SAM
731
Shamrock Asset Management
Texas
$4K – – –
PFA
732
Pathway Financial Advisors
Vermont
$4K +$3.52K +40 New
AWA
733
Acorn Wealth Advisors
Michigan
$4K +$3.88K +44 New
GRP
734
Global Retirement Partners
California
$4K +$4.05K +46 New
JCM
735
Jacobi Capital Management
Pennsylvania
$3K -$16.4K -186 -83%
MSFP
736
Mark Sheptoff Financial Planning
Connecticut
$3K – – –
WC
737
Whitnell & Co
Illinois
$3K – – –
WCM
738
Wealthcare Capital Management
Virginia
$3K +$2.64K +30 New
PHK
739
Point72 Hong Kong
Hong Kong
$2K -$52.3K -594 -97%
EA
740
Edge Advisors
Georgia
$2K -$3.79K -43 -59%
NSB
741
Norway Savings Bank
Maine
$2K -$1.15K -13 -42%
CFD
742
Creative Financial Designs
Indiana
$2K – – –
SCA
743
Stuart Chaussee & Associates
California
$2K +$2.03K +23 New
PCFFS
744
Pacific Center for Financial Services
California
$1K -$6.61K -75 -82%
TG
745
TLP Group
Illinois
$1K -$1.94K -22 -61%
AFIA
746
America First Investment Advisors
Nebraska
$1K – – –
BWM
747
Baystate Wealth Management
Massachusetts
$1K – – –
M
748
MOTCO
Texas
$1K – – –
FGC
749
Financial Gravity Companies
Texas
$1K +$617 +7 New
AWM
750
Avior Wealth Management
Nebraska
$1K +$705 +8 New
28 29
30
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