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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
AWMNH
976
Arcadia Wealth Management (New Hampshire)
New Hampshire
$475K – – –
MFG
977
Magnus Financial Group
New York
$475K +$694 +2 +0.2%
USCWA
978
U.S. Capital Wealth Advisors
Texas
$475K +$29.1K +84 +7%
FCCM
979
First City Capital Management
Georgia
$472K -$17.3K -50 -4%
VCM
980
Virtue Capital Management
Tennessee
$472K +$89.1K +257 +27%
EWM
981
Empirical Wealth Management
Washington
$470K -$407K -1,173 -49%
HL
982
HeadInvest LLC
Maine
$468K -$179K -515 -30%
IPW
983
Inlet Private Wealth
Florida
$468K – – –
EH
984
Equitable Holdings
New York
$467K -$146K -422 -26%
PWLP
985
Prio Wealth Limited Partnership
Massachusetts
$467K – – –
LJHT
986
Laurie J. Hall Trustee
$466K – – –
AWM
987
Avior Wealth Management
Nebraska
$461K +$63.5K +183 +18%
BC
988
Barnett & Company
Tennessee
$459K – – –
SAM
989
Silvercrest Asset Management
New York
$459K – – –
HR
990
Howe & Rusling
New York
$458K +$83.9K +242 +26%
LFG
991
Larson Financial Group
Missouri
$456K +$20.5K +59 +5%
CGL
992
Clarius Group LLC
Washington
$456K -$8.32K -24 -2%
SFG
993
SevenBridge Financial Group
Pennsylvania
$455K – – –
EWA
994
EverSource Wealth Advisors
Alabama
$451K +$56.9K +164 +16%
CAM
995
Councilmark Asset Management
Tennessee
$447K – – –
AWA
996
Aaron Wealth Advisors
Illinois
$446K +$99.6K +287 +33%
BA
997
Ballew Advisors
Mississippi
$444K -$17.3K -50 -4%
LFG
998
Lockerman Financial Group
California
$444K +$34.7K +100 +10%
SEIA
999
Signature Estate & Investment Advisors
California
$443K -$2.77K -8 -0.7%
EA
1000
Everpar Advisors
Oklahoma
$441K -$87.1K -251 -18%
38 39
40
41 42