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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
801
Wambolt & Associates
Colorado
$914K -$110K -277 -10%
TPW
802
Transatlantique Private Wealth
New York
$913K -$18.3K -46 -2%
OHWP
803
Oak Harbor Wealth Partners
North Carolina
$908K -$49.6K -125 -5%
PPWP
804
Premier Path Wealth Partners
New Jersey
$908K +$90.1K +227 +10%
SWA
805
SFMG Wealth Advisors
Texas
$906K +$4.37K +11 +0.5%
VT
806
Vise Technologies
New York
$904K +$593K +1,495 +157%
IWC
807
Integrated Wealth Concepts
Massachusetts
$903K +$15.1K +38 +2%
PCIA
808
Prime Capital Investment Advisors
Kansas
$902K -$127K -321 -12%
EM
809
Excalibur Management
Massachusetts
$899K -$83.4K -210 -8%
BWG
810
Berry Wealth Group
Texas
$899K +$54.8K +138 +6%
CT
811
Clearstead Trust
Maine
$899K – – –
AIP
812
Ameritas Investment Partners
Nebraska
$889K -$36.9K -93 -4%
IHL
813
Investment House LLC
California
$886K – – –
CWM
814
Connecticut Wealth Management
Connecticut
$886K +$134K +338 +16%
RB
815
Renasant Bank
Mississippi
$883K +$303K +763 +47%
CCA
816
Checchi Capital Advisers
California
$876K +$169K +425 +22%
NFSG
817
Newbridge Financial Services Group
Florida
$875K +$1.99K +5 +0.2%
ST
818
Spinnaker Trust
Maine
$872K -$15.5K -39 -2%
JSC
819
Jackson Square Capital
California
$870K – – –
BSSFA
820
Baron Silver Stevens Financial Advisors
Florida
$869K – – –
BFIC
821
Bedell Frazier Investment Counselling
California
$867K +$291K +732 +45%
HA
822
HHLR Advisors
Cayman Islands
$864K +$629K +1,585 +210%
FHA
823
Flagship Harbor Advisors
Massachusetts
$862K -$13.1K -33 -1%
CI
824
Cigna Investments
Connecticut
$859K -$6.35K -16 -0.7%
WJWM
825
Williams Jones Wealth Management
New York
$855K -$164K -412 -15%
31 32
33
34 35