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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
SG
1001
StoneX Group
New York
$269K +$242K +893 New
PA
1002
Procyon Advisors
Connecticut
$268K -$32K -118 -12%
CWM
1003
Cornerstone Wealth Management
Missouri
$266K – – –
TA
1004
TFB Advisors
Kansas
$265K +$228K +841 New
TFA
1005
Tobias Financial Advisors
Florida
$264K +$543 +2 +0.2%
TWM
1006
Thrive Wealth Management
Pennsylvania
$263K -$10K -37 -4%
RT
1007
Rockland Trust
Massachusetts
$262K -$51.6K -190 -18%
AWM
1008
Accurate Wealth Management
Florida
$261K +$246K +905 New
MFWP
1009
Mosaic Family Wealth Partners
Missouri
$260K -$9.5K -35 -4%
FCBT
1010
First Citizens Bank & Trust
North Carolina
$259K +$235K +864 New
GC
1011
Garde Capital
Washington
$259K – – –
LWM
1012
Lyell Wealth Management
California
$258K +$4.07K +15 +2%
PFBT
1013
Parkside Financial Bank & Trust
Missouri
$256K +$30.9K +114 +15%
WSTAM
1014
Wilbanks Smith & Thomas Asset Management
Virginia
$255K +$2.44K +9 +1%
VV
1015
Verity & Verity
South Carolina
$255K – – –
QC
1016
Quent Capital
New York
$255K – – –
AG
1017
AlTi Global
New York
$253K +$229K +842 New
MBTD
1018
Mechanics Bank - Trust Department
California
$252K -$5.43K -20 -2%
LAS
1019
LWM Advisory Services
Florida
$252K – – –
GVAG
1020
Great Valley Advisor Group
Delaware
$252K +$1.36K +5 +0.6%
QFA
1021
Quantum Financial Advisors
California
$250K -$1.9K -7 -0.8%
GWM
1022
Gitterman Wealth Management
New Jersey
$250K -$5.16K -19 -2%
SWM
1023
SilverOak Wealth Management
Minnesota
$249K – – –
HFW
1024
Horizon Family Wealth
Illinois
$248K -$60.3K -222 -21%
TI
1025
tru Independence
Oregon
$246K +$223K +820 New
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