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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
976
Triangle Securities Wealth Management
North Carolina
$287K – – –
BAM
977
Belpointe Asset Management
Nevada
$285K -$85.5K -315 -25%
RCAG
978
Rehmann Capital Advisory Group
Michigan
$285K -$5.43K -20 -2%
GCP
979
GSA Capital Partners
United Kingdom
$285K -$3.18M -11,705 -93%
LFG
980
Lockerman Financial Group
California
$284K -$10K -37 -4%
VCM
981
Virtue Capital Management
Tennessee
$281K +$258K +951 New
MA
982
MJP Associates
Connecticut
$281K +$254K +935 New
FCP
983
Fidelis Capital Partners
Florida
$279K +$25K +92 +11%
AC
984
Allstate Corporation
Illinois
$279K – – –
AIFAIM
985
American Institute for Advanced Investment Management
Arizona
$279K +$252K +930 New
HR
986
Howe & Rusling
New York
$279K – – –
ONSWM
987
Old North State Wealth Management
North Carolina
$277K +$250K +922 New
DWM
988
Dakota Wealth Management
Florida
$276K -$148K -547 -37%
AC
989
ASB Consultores
Florida
$276K +$249K +918 New
EH
990
Equitable Holdings
New York
$274K -$34.7K -128 -12%
PAA
991
Peregrine Asset Advisers
Oregon
$271K +$245K +904 New
MWA
992
Muirfield Wealth Advisors
North Carolina
$271K +$814 +3 +0.3%
IW
993
Imprint Wealth
South Carolina
$271K +$248K +912 New
AWAP
994
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$270K – – –
JWCA
995
J.W. Coons Advisors
Ohio
$270K – – –
QPW
996
Quantum Private Wealth
Florida
$270K – – –
WFI
997
West Family Investments
California
$270K – – –
TSS
998
Two Sigma Securities
New York
$270K +$244K +900 New
CB
999
Community Bank
New York
$270K – – –
MWM
1000
Modera Wealth Management
New Jersey
$270K +$244K +899 New
38 39
40
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