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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
AW
726
ACG Wealth
Georgia
$119K +$126K +913 New
FPS
727
Fieldpoint Private Securities
Connecticut
$116K -$23.6K -171 -16%
UIA
728
Ulland Investment Advisors
Minnesota
$110K – – –
AF
729
Advisornet Financial
Minnesota
$108K -$74.4K -538 -39%
GC
730
Garde Capital
Washington
$108K +$115K +835 New
AA
731
Addison Advisors
Vermont
$105K – – –
HBW
732
Hazlett, Burt & Watson
West Virginia
$105K – – –
WTA
733
Washington Trust Advisors
Massachusetts
$104K -$1.38K -10 -1%
DSC
734
Duncker Streett & Co
Missouri
$104K – – –
SWM
735
Scissortail Wealth Management
Oklahoma
$101K +$69.1K +500 New
CA
736
CoreCap Advisors
Michigan
$99K -$145K -1,046 -58%
WT
737
Washington Trust
Rhode Island
$97K – – –
FF
738
FourThought Financial
Florida
$96K -$36.9K -267 -26%
COCM
739
Charter Oak Capital Management
New Hampshire
$91K +$48.5K +351 +60%
AP
740
Atwood & Palmer
Missouri
$91K +$69.1K +500 +250%
BSB
741
Bangor Savings Bank
Maine
$91K +$97.4K +704 New
QC
742
Quent Capital
New York
$89K -$4.15K -30 -4%
GIA
743
GHP Investment Advisors
Colorado
$88K -$7.47K -54 -7%
TFA
744
Transamerica Financial Advisors
Florida
$88K +$93.3K +675 New
HFS
745
Heritage Financial Services
Massachusetts
$87K +$93.3K +675 New
PMFA
746
Plante Moran Financial Advisors
Michigan
$86K -$8.99K -65 -9%
FMP
747
Financial Management Professionals
Texas
$84K +$2.35K +17 +3%
GA
748
GoalVest Advisory
New York
$83K +$76.5K +553 +718%
PFGIA
749
Patriot Financial Group Insurance Agency
Massachusetts
$81K -$691 -5 -0.8%
HI
750
Harbour Investments
Wisconsin
$80K +$85.6K +619 New
28 29
30
31 32