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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
QWP
1001
Quotient Wealth Partners
Texas
$723K +$35.1K +75 +5%
CWM
1002
Centurion Wealth Management
Virginia
$715K – – –
SSCA
1003
South Shore Capital Advisors
Massachusetts
$713K -$1.87K -4 -0.3%
CIC
1004
Carnegie Investment Counsel
Ohio
$710K -$18.7K -40 -3%
RCAG
1005
Rehmann Capital Advisory Group
Michigan
$707K +$198K +423 +41%
AWE
1006
Avidian Wealth Enterprises
Texas
$705K +$389K +832 +138%
IFWM
1007
Institute for Wealth Management
Colorado
$701K -$56.1K -120 -8%
PHAM
1008
Palisades Hudson Asset Management
Florida
$701K – – –
CIM
1009
Contravisory Investment Management
Massachusetts
$699K +$23.9K +51 +4%
CH
1010
Canton Hathaway
Rhode Island
$699K – – –
SACTSONJ
1011
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$696K -$38.8K -83 -6%
SP
1012
Stonebrook Private
Michigan
$689K +$30.9K +66 +5%
CIA
1013
Choate Investment Advisors
Massachusetts
$687K – – –
VCA
1014
Verdence Capital Advisors
Maryland
$683K +$9.35K +20 +1%
AIM
1015
Acropolis Investment Management
Missouri
$676K -$26.2K -56 -4%
TNBTD
1016
Trustmark National Bank Trust Department
Mississippi
$672K -$935 -2 -0.1%
1C
1017
111 Capital
France
$671K +$639K +1,367 New
LFA
1018
Legacy Financial Advisors
Kentucky
$670K +$14.5K +31 +2%
HPA
1019
High Probability Advisors
New York
$668K -$18.2K -39 -3%
MFA
1020
Mayflower Financial Advisors
Massachusetts
$667K +$3.27K +7 +0.5%
SW
1021
SVB Wealth
Massachusetts
$667K -$6.55K -14 -1%
TC
1022
Trilogy Capital
California
$666K – – –
SF
1023
Symphony Financial
Texas
$665K +$51.4K +110 +9%
MIM
1024
MTM Investment Management
South Carolina
$664K – – –
PSP
1025
Pacific Sage Partners
Washington
$661K – – –
39 40
41
42 43