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Trane Technologies
TT

Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
901
Wescott Financial Advisory Group
Pennsylvania
$736K +$5.13K +13 +0.8%
OC
902
Oakworth Capital
Alabama
$736K -$2.37K -6 -0.4%
MAM
903
MWA Asset Management
Massachusetts
$736K -$86.4K -219 -12%
CIA
904
Choate Investment Advisors
Massachusetts
$735K -$60K -152 -8%
GWA
905
Gratus Wealth Advisors
Virginia
$734K +$7.1K +18 +1%
EFSCE
906
Enterprise Financial Services Corp (EFSC)
Missouri
$734K +$21.7K +55 +3%
ATC
907
Argent Trust Co
Tennessee
$730K +$30.4K +77 +5%
AIM
908
Acropolis Investment Management
Missouri
$729K -$653K -1,656 -50%
WA
909
WBH Advisory
Maryland
$729K -$39.8K -101 -6%
CI
910
Conning Inc
Connecticut
$729K -$29.6K -75 -4%
SCP
911
Sivia Capital Partners
California
$728K +$120K +305 +22%
SWM
912
SeaCrest Wealth Management
New York
$723K -$21.7K -55 -3%
FMLI
913
Fukoku Mutual Life Insurance
Japan
$721K – – –
IA
914
Inspire Advisors
Idaho
$716K +$645K +1,636 New
HFM
915
Hartford Financial Management
Connecticut
$714K – – –
MCM
916
Manchester Capital Management
Vermont
$708K +$789 +2 +0.1%
RFA
917
Resurgent Financial Advisors
Georgia
$703K +$9.07K +23 +1%
OWM
918
OneAscent Wealth Management
Alabama
$701K +$90.3K +229 +17%
PWPS
919
Pinnacle Wealth Planning Services
Ohio
$699K +$165K +417 +35%
IWM
920
IHT Wealth Management
Illinois
$698K +$137K +348 +28%
EWM
921
Empirical Wealth Management
Washington
$697K +$52.5K +133 +9%
MWM
922
Mission Wealth Management
California
$693K -$73.4K -186 -11%
IA
923
IAM Advisory
Pennsylvania
$684K -$7.5K -19 -1%
HT
924
Headlands Technologies
Illinois
$679K -$258K -654 -30%
FG
925
Fiduciary Group
Georgia
$677K +$7.89K +20 +1%
35 36
37
38 39