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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
W
726
WealthStone
Ohio
$97.8K +$92.3K +772 New
TL
727
TrueWealth LLC
Georgia
$92K +$3.83K +32 +5%
LC
728
Lindbrook Capital
California
$90K – – –
GLI
729
Guardian Life Insurance
New York
$88K – – –
RCAG
730
Rehmann Capital Advisory Group
Michigan
$85.9K -$2.99K -25 -4%
DWA
731
Dougherty Wealth Advisers
Minnesota
$83K – – –
CFA
732
Carroll Financial Associates
North Carolina
$83K +$51.6K +431 +192%
PCG
733
Private Capital Group
Connecticut
$79K -$175K -1,463 -63%
CAW
734
Cornerstone Advisors (Washington)
Washington
$79K +$8.85K +74 +13%
SIAS
735
Shine Investment Advisory Services
Colorado
$77K +$7.54K +63 +12%
FMP
736
Financial Management Professionals
Texas
$76K – – –
RFA
737
Reilly Financial Advisors
California
$76K – – –
GSWM
738
Golden State Wealth Management
California
$76K +$49.2K +411 +210%
FHA
739
Flagship Harbor Advisors
Massachusetts
$73K -$63.2K -528 -48%
TC
740
Truvestments Capital
Florida
$69K – – –
BWM
741
Baystate Wealth Management
Massachusetts
$67K -$2.39K -20 -4%
HGWM
742
Harvest Group Wealth Management
Massachusetts
$67K – – –
IWA
743
IBEX Wealth Advisors
New Jersey
$66K +$62.8K +525 New
KTC
744
Kistler-Tiffany Companies
Pennsylvania
$63K – – –
MA
745
MCF Advisors
Kentucky
$63K – – –
TIM
746
Tortoise Investment Management
New York
$63K – – –
WTC
747
WhitTier Trust Company
Nevada
$58K – – –
TWA
748
TCI Wealth Advisors
Arizona
$57K – – –
CIA
749
CSat Investment Advisory
Michigan
$56K +$40K +334 +304%
FIB
750
First Interstate Bank
Montana
$55K -$7.78K -65 -13%
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