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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
976
Institute for Wealth Management
Colorado
$207K +$210K +958 New
VAS
977
Valicenti Advisory Services
New York
$207K +$186K +850 New
QC
978
Quent Capital
New York
$207K +$5.91K +27 +3%
LWM
979
Lyell Wealth Management
California
$206K +$184K +843 New
WSTAM
980
Wilbanks Smith & Thomas Asset Management
Virginia
$205K +$184K +842 New
QFA
981
Quantum Financial Advisors
California
$205K +$184K +841 New
LAS
982
LWM Advisory Services
Florida
$205K +$184K +840 New
FCP
983
Fidelis Capital Partners
Florida
$205K +$184K +839 New
BB
984
Busey Bank
Illinois
$204K +$183K +836 New
GVAG
985
Great Valley Advisor Group
Delaware
$203K +$183K +835 New
AWM
986
Avior Wealth Management
Nebraska
$203K +$143K +654 +369%
SWM
987
SilverOak Wealth Management
Minnesota
$202K +$182K +830 New
DI
988
DFPG Investments
Utah
$202K +$187K +857 New
LAM
989
L2 Asset Management
Massachusetts
$200K +$180K +821 New
HBW
990
Hazlett, Burt & Watson
West Virginia
$198K – – –
AA
991
Addison Advisors
Vermont
$195K – – –
WTA
992
Washington Trust Advisors
Massachusetts
$195K – – –
UIA
993
Ulland Investment Advisors
Minnesota
$195K – – –
CT
994
Cambridge Trust
Massachusetts
$183K -$5.47K -25 -3%
WT
995
Washington Trust
Rhode Island
$183K – – –
CFO
996
CVA Family Office
Colorado
$182K +$164K +748 New
PFBT
997
Parkside Financial Bank & Trust
Missouri
$180K +$19.3K +88 +14%
BWP
998
Baldwin Wealth Partners
Massachusetts
$178K – – –
SS
999
Sunbelt Securities
Texas
$178K +$875 +4 +0.6%
LFA
1000
LGT Financial Advisors
Texas
$176K +$5.25K +24 +3%
38 39
40
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