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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
751
Parallel Advisors
California
$812K +$111K +348 +16%
ZB
752
Zions Bancorporation
Utah
$806K -$59.2K -186 -7%
SC
753
Syon Capital
California
$801K +$15.9K +50 +2%
CT
754
Clearstead Trust
Maine
$800K – – –
FHA
755
Flagship Harbor Advisors
Massachusetts
$796K +$546K +1,716 +244%
HAG
756
HighPoint Advisor Group
Illinois
$794K +$7.95K +25 +1%
QWM
757
Quadcap Wealth Management
Texas
$792K -$3.18K -10 -0.4%
SWA
758
SFMG Wealth Advisors
Texas
$791K +$6.36K +20 +0.8%
MCA
759
Magnolia Capital Advisors
Mississippi
$790K +$764K +2,403 New
CI
760
Cigna Investments
Connecticut
$790K -$4.45K -14 -0.6%
IHL
761
Investment House LLC
California
$789K – – –
ST
762
Spinnaker Trust
Maine
$789K – – –
MWM
763
Mission Wealth Management
California
$786K +$84.3K +265 +12%
FCI
764
Financial Counselors Inc
Kansas
$785K +$1.27K +4 +0.2%
EWM
765
Empirical Wealth Management
Washington
$783K +$158K +498 +26%
FRM
766
Fox Run Management
Connecticut
$780K -$177K -555 -19%
JSC
767
Jackson Square Capital
California
$778K – – –
MMPW
768
Mitchell McLeod Pugh & Williams
Alabama
$778K -$9.54K -30 -1%
BP
769
Ballentine Partners
Massachusetts
$772K +$111K +349 +17%
BWG
770
Berry Wealth Group
Texas
$769K +$74.4K +234 +11%
II
771
Inspire Investing
Idaho
$767K +$742K +2,333 New
PD
772
Point72 (DIFC)
United Arab Emirates
$767K +$742K +2,332 New
BTI
773
Blue Trust Inc
Georgia
$765K +$208K +654 +35%
VNA
774
Valley National Advisers
Pennsylvania
$764K -$2.54K -8 -0.3%
MFG
775
MidWestOne Financial Group
Iowa
$756K +$4.13K +13 +0.6%
29 30
31
32 33