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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
726
Continuum Advisory
Idaho
$1.31M +$106K +268 +10%
ACM
727
Argyle Capital Management
Pennsylvania
$1.31M – – –
TCM
728
TruNorth Capital Management
Michigan
$1.31M – – –
EFG
729
Everhart Financial Group
Ohio
$1.3M +$88.4K +224 +8%
SRA
730
Secured Retirement Advisors
Minnesota
$1.3M -$471K -1,193 -29%
TF
731
Tenon Financial
New Jersey
$1.3M – – –
TC
732
Trium Capital
United Kingdom
$1.28M -$808K -2,047 -41%
ICP
733
Impact Capital Partners
Colorado
$1.28M +$31.6K +80 +3%
CTFG
734
Capstone Triton Financial Group
Oklahoma
$1.27M +$1.15M +2,911 New
CAM
735
Cypress Asset Management
Texas
$1.27M – – –
FG
736
Foster Group
Iowa
$1.26M +$18.1K +46 +2%
WTC
737
WhitTier Trust Company
Nevada
$1.26M -$111K -282 -9%
RAM
738
Ramirez Asset Management
New York
$1.26M – – –
WANY
739
Wealthspire Advisors (New York)
New York
$1.26M +$169K +429 +18%
NME
740
Notis-McConarty Edward
$1.25M -$59.2K -150 -5%
AWM
741
AE Wealth Management
Kansas
$1.23M +$277K +701 +33%
NRS
742
Neville Rodie & Shaw
New York
$1.23M +$78.9K +200 +8%
IA
743
IFP Advisors
Florida
$1.22M +$13.4K +34 +1%
NW
744
NewEdge Wealth
Pennsylvania
$1.21M -$16.6K -42 -1%
MWM
745
MorganRosel Wealth Management
Colorado
$1.21M -$476K -1,207 -30%
EWA
746
EP Wealth Advisors
California
$1.21M +$44.6K +113 +4%
NAG
747
Northstar Advisory Group
New Jersey
$1.21M +$1.09M +2,758 New
ARG
748
Advisory Resource Group
Oklahoma
$1.2M -$68.3K -173 -6%
AGP
749
Aspire Growth Partners
Florida
$1.2M -$9.47K -24 -0.9%
JSC
750
Jackson Square Capital
California
$1.19M +$149K +378 +16%
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30
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