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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
926
Csenge Advisory Group
Florida
$893K +$55.7K +119 +7%
IA
927
IFG Advisory
Georgia
$893K +$850K +1,817 New
KP
928
Keel Point
Alabama
$891K +$73K +156 +9%
SFG
929
Sovereign Financial Group
Connecticut
$891K -$9.82K -21 -1%
RWA
930
Redhawk Wealth Advisors
Minnesota
$891K +$848K +1,814 New
CBTWT
931
Community Bank & Trust (Waco, Texas)
Texas
$889K – – –
IA
932
Inspire Advisors
Idaho
$887K -$48.2K -103 -5%
BCM
933
Brookstone Capital Management
Illinois
$884K -$19.6K -42 -2%
TWIM
934
TIAA Wealth Investment Management
New York
$880K -$86.1K -184 -9%
OIS
935
OneAscent Investment Solutions
Alabama
$879K -$156K -334 -16%
AAS
936
Ameritas Advisory Services
Nebraska
$878K -$1.29M -2,760 -61%
SWM
937
Silverlake Wealth Management
Vermont
$878K – – –
PCA
938
Pallas Capital Advisors
Massachusetts
$877K -$18.2K -39 -2%
LWP
939
LeClair Wealth Partners
Ohio
$874K +$832K +1,779 New
NAM
940
NorthCrest Asset Manangement
Minnesota
$870K +$280K +599 +48%
CP
941
Clarendon Private
Massachusetts
$867K +$51K +109 +7%
AP
942
Appleton Partners
Massachusetts
$867K -$24.3K -52 -3%
7WCP
943
71 West Capital Partners
Massachusetts
$863K +$174K +373 +27%
AA
944
Alesco Advisors
New York
$860K +$1.4K +3 +0.2%
WFAG
945
Wescott Financial Advisory Group
Pennsylvania
$855K +$11.2K +24 +1%
APWA
946
Atlas Private Wealth Advisors
New Jersey
$848K -$149K -319 -16%
MFWP
947
Mosaic Family Wealth Partners
Missouri
$848K +$413K +884 +105%
MMPW
948
Mitchell McLeod Pugh & Williams
Alabama
$848K – – –
LI
949
Lafayette Investments
Maryland
$846K – – –
PCM
950
Polymer Capital Management
New York
$845K +$25.3K +54 +3%
36 37
38
39 40