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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
851
Evolve Private Wealth
California
$888K +$231K +544 +34%
NAAA
852
New Age Alpha Advisors
New York
$887K -$67.9K -160 -7%
OIS
853
OneAscent Investment Solutions
Alabama
$885K +$10.2K +24 +1%
CI
854
Cigna Investments
Connecticut
$883K -$7.64K -18 -0.8%
WI
855
Wealth Intelligence
Georgia
$881K +$39.1K +92 +5%
HIMS
856
Hager Investment Management Services
New Hampshire
$876K +$80.2K +189 +10%
WA
857
Wealth Alliance
New York
$875K -$17K -40 -2%
NERM
858
New England Research & Management
Illinois
$875K +$647K +1,525 +265%
FCBT
859
First Citizens Bank & Trust
North Carolina
$874K +$54.3K +128 +6%
PCG
860
Prosperity Consulting Group
Maryland
$869K -$47.5K -112 -5%
OAM
861
Oxford Asset Management
United Kingdom
$868K +$884K +2,082 New
RT
862
Rockland Trust
Massachusetts
$867K +$883K +2,081 New
BSSFA
863
Baron Silver Stevens Financial Advisors
Florida
$866K – – –
HI
864
Hendershot Investments
Virginia
$866K -$49.2K -116 -5%
SWM
865
Sendero Wealth Management
Texas
$866K -$1.7K -4 -0.2%
MT
866
Midwest Trust
Kansas
$864K -$37.4K -88 -4%
WJWM
867
Williams Jones Wealth Management
New York
$863K -$17.8K -42 -2%
FHA
868
Flagship Harbor Advisors
Massachusetts
$859K -$36.1K -85 -4%
KAS
869
KPP Advisory Services
Kentucky
$855K +$871K +2,052 New
CCA
870
Checchi Capital Advisers
California
$854K +$100K +236 +13%
AC
871
Avestar Capital
New York
$853K +$63.3K +149 +8%
APWA
872
Atlas Private Wealth Advisors
New Jersey
$853K +$2.12K +5 +0.2%
LAM
873
LECAP Asset Management
United Kingdom
$850K -$1.25M -2,951 -59%
GFG
874
Goldstone Financial Group
Illinois
$849K +$9.34K +22 +1%
EP
875
Essential Partners
California
$848K -$28.4K -67 -3%
33 34
35
36 37