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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
901
Pinion Investment Advisors
Kansas
$709K -$210K -492 -23%
CAG
902
Csenge Advisory Group
Florida
$707K -$911K -2,131 -56%
EFSCE
903
Enterprise Financial Services Corp (EFSC)
Missouri
$706K -$1.71K -4 -0.2%
OFS
904
OneAscent Financial Services
Alabama
$706K -$150K -350 -17%
TPW
905
Transatlantique Private Wealth
New York
$703K -$81.2K -190 -10%
WA
906
WBH Advisory
Maryland
$703K – – –
CI
907
Conning Inc
Connecticut
$703K – – –
AV
908
Alamea Verwaltungs
New Jersey
$699K +$106K +249 +18%
IWM
909
IHT Wealth Management
Illinois
$698K +$25.2K +59 +4%
SWM
910
SeaCrest Wealth Management
New York
$698K -$7.26K -17 -1%
SMA
911
Sage Mountain Advisors
Georgia
$692K -$40.2K -94 -5%
HFM
912
Hartford Financial Management
Connecticut
$689K – – –
VWM
913
Valley Wealth Managers
New Jersey
$689K +$79.9K +187 +13%
OWM
914
OneAscent Wealth Management
Alabama
$686K +$10.3K +24 +1%
IA
915
Inspire Advisors
Idaho
$685K -$5.13K -12 -0.7%
IFWM
916
Institute for Wealth Management
Colorado
$681K +$273K +639 +65%
PCA
917
Purkiss Capital Advisors
Connecticut
$679K +$394K +922 +134%
QT
918
Quantbot Technologies
New York
$674K -$2.44M -5,706 -78%
PWPS
919
Pinnacle Wealth Planning Services
Ohio
$673K -$1.28K -3 -0.2%
IA
920
IAM Advisory
Pennsylvania
$661K +$1.28K +3 +0.2%
FMLI
921
Fukoku Mutual Life Insurance
Japan
$661K -$35K -82 -5%
PI
922
PFG Investments
New York
$659K +$11.5K +27 +2%
FFO
923
Fiduciary Family Office
Florida
$654K +$6.41K +15 +1%
SAI
924
Savvy Advisors Inc
New York
$653K +$91K +213 +16%
NG
925
Northstar Group
New York
$653K -$73.5K -172 -10%
35 36
37
38 39