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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
826
Avestar Capital
New York
$935K +$206K +523 +32%
CFFP
827
Center for Financial Planning
Michigan
$935K -$18.1K -46 -2%
KP
828
Keel Point
Alabama
$934K +$34.7K +88 +4%
RFS
829
Richardson Financial Services
Massachusetts
$933K -$5.92K -15 -0.7%
WA
830
Wambolt & Associates
Colorado
$925K -$98.2K -249 -10%
SPC
831
Spirepoint Private Client
Florida
$922K -$5.52K -14 -0.7%
CA
832
Cullinan Associates
Kentucky
$919K – – –
VFA
833
Valeo Financial Advisors
Indiana
$907K +$29.6K +75 +4%
SWM
834
Sendero Wealth Management
Texas
$906K -$9.47K -24 -1%
SOW
835
State of Wyoming
Wyoming
$903K +$32.4K +82 +4%
WC
836
Waterloo Capital
Texas
$901K +$82.1K +208 +11%
SI
837
Stephens Inc
Arkansas
$898K +$2.37K +6 +0.3%
NP
838
NorthRock Partners
Minnesota
$898K +$9.47K +24 +1%
BPC
839
Bryce Point Capital
New York
$897K -$69K -175 -8%
SWM
840
Silverlake Wealth Management
Vermont
$891K – – –
LHC
841
Little House Capital
Massachusetts
$891K -$7.89K -20 -1%
WAG
842
Winthrop Advisory Group
Massachusetts
$888K -$24.5K -62 -3%
EWA
843
Exencial Wealth Advisors
Oklahoma
$886K -$39.1K -99 -5%
TNA
844
True North Advisors
Texas
$885K +$3.94K +10 +0.5%
CCA
845
Checchi Capital Advisers
California
$884K -$31.6K -80 -4%
OFS
846
OneAscent Financial Services
Alabama
$881K -$50.5K -128 -6%
BC
847
Belmont Capital
California
$880K – – –
WAM
848
Wolverine Asset Management
Illinois
$875K +$789K +2,000 New
GHAM
849
Gilman Hill Asset Management
Connecticut
$873K +$46.6K +118 +6%
FFM
850
Forum Financial Management
Illinois
$871K -$39.8K -101 -5%
32 33
34
35 36