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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
801
Forum Financial Management
Illinois
$835K +$694 +2 +0.1%
SW
802
SteelPeak Wealth
California
$835K +$745K +2,147 New
WAG
803
Winthrop Advisory Group
Massachusetts
$828K -$6.94K -20 -0.9%
LHC
804
Little House Capital
Massachusetts
$826K -$190K -547 -20%
MGIA
805
Moneta Group Investment Advisors
Missouri
$823K +$55.2K +159 +8%
IEFM
806
IQ EQ Fund Management
Ireland
$822K – – –
CFFP
807
Center for Financial Planning
Michigan
$811K – – –
FG
808
Foresight Group
United Kingdom
$810K -$142K -409 -13%
WA
809
Waverly Advisors
Alabama
$803K -$30.2K -87 -4%
CWM
810
Connecticut Wealth Management
Connecticut
$802K -$73.9K -213 -9%
JC
811
JB Capital
Connecticut
$801K +$27.1K +78 +4%
EWA
812
EP Wealth Advisors
California
$799K +$195K +561 +38%
FIM
813
Freedom Investment Management
Connecticut
$798K -$61K -176 -8%
MCA
814
Magnolia Capital Advisors
Mississippi
$797K -$123K -354 -15%
SWM
815
Silverlake Wealth Management
Vermont
$795K – – –
FPAS
816
Focus Partners Advisor Solutions
Missouri
$790K +$44.7K +129 +7%
GI
817
Gradient Investments
Minnesota
$786K +$347 +1 +0%
WPW
818
Waldron Private Wealth
Pennsylvania
$786K -$67.6K -195 -9%
TNA
819
True North Advisors
Texas
$782K – – –
BC
820
Belmont Capital
California
$782K – – –
MCM
821
Magnolia Capital Management
New York
$777K – – –
KP
822
Keel Point
Alabama
$775K -$38.5K -111 -5%
SIA
823
Schechter Investment Advisors
Michigan
$773K -$298K -858 -30%
RMCM
824
Reynders McVeigh Capital Management
Massachusetts
$768K +$52K +150 +8%
MWM
825
Mission Wealth Management
California
$764K -$147K -425 -18%
31 32
33
34 35