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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
PO
726
Private Ocean
California
$6K -$4.49K -37 -32%
CFN
727
Cordasco Financial Network
Florida
$6K – – –
SFSIG
728
San Francisco Sentry Investment Group
California
$6K – – –
TJHA
729
Thomas J. Herzfeld Advisors
Florida
$6K – – –
TF
730
Tompkins Financial
New York
$6K – – –
BWA
731
Burt Wealth Advisors
Maryland
$6K +$8.5K +70 New
CYG
732
Clean Yield Group
Vermont
$6K +$8.62K +71 New
OSAM
733
O'Shaughnessy Asset Management
Connecticut
$5K -$5.33M -43,867 -100%
CI
734
CX Institutional
Indiana
$5K -$6.68K -55 -50%
BEI
735
Benjamin Edwards Inc
Missouri
$5K +$7.16K +59 New
PWMG
736
Prestige Wealth Management Group
New Jersey
$5K +$7.77K +64 New
CBT
737
Central Bank & Trust
Kentucky
$4K – – –
LAS
738
Lloyd Advisory Services
Georgia
$4K – – –
PFPT
739
Pinnacle Financial Partners (Tennessee)
Tennessee
$4K – – –
HF
740
Halpern Financial
Virginia
$3.88K – – –
CAC
741
Certified Advisory Corp
Florida
$3K – – –
MSFP
742
Mark Sheptoff Financial Planning
Connecticut
$3K – – –
M
743
MOTCO
Texas
$3K +$3.88K +32 New
MF
744
Manchester Financial
California
$3K +$4.61K +38 New
EW
745
Evoke Wealth
California
$2.89K -$11.7K -96 -73%
RWM
746
Raffa Wealth Management
District of Columbia
$2.89K +$1.33K +11 +46%
SMFS
747
Squar Milner Financial Services
California
$2K -$7.77K -64 -72%
CBT
748
Capital Bank & Trust
California
$2K -$6.19K -51 -73%
CHA
749
Carmichael Hill & Associates
Maryland
$2K – – –
CFFP
750
Center for Financial Planning
Michigan
$2K – – –
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30
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