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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
726
Global Retirement Partners
California
$5K +$987 +11 +24%
RWP
727
RWA Wealth Partners
Massachusetts
$5K +$5.47K +61 New
AWA
728
Acorn Wealth Advisors
Michigan
$4K – – –
BCI
729
Brinker Capital Investments
Pennsylvania
$4K – – –
FMA
730
FNY Managed Accounts
New York
$3K -$1.71K -19 -34%
MSFP
731
Mark Sheptoff Financial Planning
Connecticut
$3K – – –
WC
732
Whitnell & Co
Illinois
$3K – – –
JCM
733
Jacobi Capital Management
Pennsylvania
$3K +$90 +1 +3%
ML
734
McAdam LLC
Pennsylvania
$3K +$2.69K +30 New
RWM
735
Raffa Wealth Management
District of Columbia
$2.05K +$2.15K +24 New
EA
736
Edge Advisors
Georgia
$2K – – –
SCA
737
Stuart Chaussee & Associates
California
$2K – – –
JA
738
JOYN Advisors
Georgia
$2K +$1.71K +19 New
BWM
739
Baystate Wealth Management
Massachusetts
$2K +$1.79K +20 +200%
SFM
740
Signet Financial Management
New Jersey
$2K +$2.24K +25 New
DBT
741
Dubuque Bank & Trust
Iowa
$2K +$2.51K +28 New
KF
742
Krilogy Financial
Missouri
$1K -$15.7K -175 -93%
AFIA
743
America First Investment Advisors
Nebraska
$1K – – –
AWM
744
Avior Wealth Management
Nebraska
$1K – – –
PCFFS
745
Pacific Center for Financial Services
California
$1K – – –
WWMSC
746
Wagner Wealth Management (South Carolina)
South Carolina
$1K – – –
GI
747
Gradient Investments
Minnesota
$1K +$628 +7 +175%
CA
748
Centerpoint Advisors
Massachusetts
$1K +$1.44K +16 New
LCM
749
Laurion Capital Management
New York
– -$12.3M -137,800 Closed
UOC
750
UBS O'Connor
Illinois
– -$8.03M -90,000 Closed
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30
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