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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
826
Kelly Financial Services
Massachusetts
$43K +$155 +1 +0.4%
SPWG
827
Sage Private Wealth Group
Illinois
$41K – – –
VRM
828
Vectors Research Management
New York
$41K – – –
TFM
829
TFC Financial Management
Massachusetts
$40K – – –
NIM
830
NuWave Investment Management
New Jersey
$39K -$4.8K -31 -12%
KFP
831
KB Financial Partners
New Jersey
$39K +$36.8K +238 New
MAM
832
Marquette Asset Management
Minnesota
$37K – – –
APWM
833
Atlas Private Wealth Management
New York
$36K -$13.9K -90 -30%
AWA
834
Arkadios Wealth Advisors
Georgia
$36K +$6.04K +39 +21%
SWA
835
Sutton Wealth Advisors
Florida
$33.1K +$155 +1 +0.5%
AW
836
Avion Wealth
Texas
$33K -$62.4K -403 -67%
OC
837
Oakworth Capital
Alabama
$33K – – –
AP
838
Atwood & Palmer
Missouri
$33K +$31K +200 New
CAL
839
Capital Analysts LLC
Pennsylvania
$32K – – –
WPA
840
West Paces Advisors
Georgia
$31.3K -$15K -97 -34%
SL
841
Savior LLC
Massachusetts
$31K – – –
MPWT
842
MassMutual Private Wealth & Trust
Connecticut
$30K +$20.1K +130 +265%
SFP
843
Sterling Financial Planning
New Jersey
$29K – – –
TCOV
844
Trust Company of Vermont
Vermont
$28K +$2.79K +18 +12%
GWSG
845
GPS Wealth Strategies Group
Colorado
$28K +$27.1K +175 New
DAM
846
Delta Asset Management
Tennessee
$27K – – –
TFO
847
Tarbox Family Office
California
$27K – – –
EWA
848
Evolution Wealth Advisors
Florida
$26K +$17K +110 +239%
MF
849
Manchester Financial
California
$26K +$18.3K +118 +311%
AWM
850
Avior Wealth Management
Nebraska
$25K – – –
32 33
34
35 36