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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
951
Pinion Investment Advisors
Kansas
$627K -$21.9K -53 -3%
PCA
952
Purkiss Capital Advisors
Connecticut
$626K – – –
WEG
953
World Equity Group
Illinois
$624K +$421K +1,019 +174%
RWFS
954
Rayburn West Financial Services
Tennessee
$623K +$662K +1,600 New
JC
955
JB Capital
Connecticut
$621K -$294K -711 -31%
IFWM
956
Institute for Wealth Management
Colorado
$620K -$8.69K -21 -1%
EPW
957
Evolve Private Wealth
California
$618K +$656K +1,587 New
BFIC
958
Bedell Frazier Investment Counselling
California
$615K -$53.4K -129 -8%
SWM
959
SeaCrest Wealth Management
New York
$615K -$1.24K -3 -0.2%
LGG
960
Luts & Greenleigh Group
Maryland
$614K +$653K +1,578 New
FFO
961
Fiduciary Family Office
Florida
$612K +$9.51K +23 +1%
IA
962
IAM Advisory
Pennsylvania
$611K +$1.65K +4 +0.3%
MWM
963
Mission Wealth Management
California
$603K +$5.79K +14 +0.9%
PWPS
964
Pinnacle Wealth Planning Services
Ohio
$602K -$19.9K -48 -3%
NG
965
Northstar Group
New York
$602K – – –
BIM
966
Bridges Investment Management
Nebraska
$600K +$9.93K +24 +2%
IWM
967
IHT Wealth Management
Illinois
$599K -$48.4K -117 -7%
HDIM
968
Hanson & Doremus Investment Management
Vermont
$598K -$1.65K -4 -0.3%
GFP
969
Gryphon Financial Partners
Ohio
$598K +$60K +145 +10%
USCWA
970
U.S. Capital Wealth Advisors
Texas
$598K +$827 +2 +0.1%
TA
971
TrueWealth Advisors
Alabama
$597K +$7.86K +19 +1%
MFS
972
McNamara Financial Services
Massachusetts
$592K – – –
PHWA
973
Petersen Hastings Wealth Advisors
Washington
$592K +$629K +1,520 New
CM
974
Cercano Management
Washington
$590K +$627K +1,517 New
SP
975
Stonebrook Private
Michigan
$590K -$1.48M -3,584 -70%
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