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Trane Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
WPW
1076
Watershed Private Wealth
Illinois
$345K – – –
AF
1077
Apexium Financial
Texas
$340K – – –
GJWM
1078
Gilliland Jeter Wealth Management
Arkansas
$340K – – –
TPI
1079
Trust Point Inc
Wisconsin
$337K – – –
GFP
1080
Gryphon Financial Partners
Ohio
$337K +$155K +428 +75%
LIA
1081
LBMC Investment Advisors
Tennessee
$337K – – –
RC
1082
RBF Capital
California
$337K – – –
LAM
1083
Lynch Asset Management
Pennsylvania
$337K +$361K +1,000 New
GWM
1084
GSB Wealth Management
Connecticut
$336K – – –
CG
1085
Cynosure Group
Utah
$334K +$69.4K +192 +24%
MA
1086
MONECO Advisors
Connecticut
$333K +$5.06K +14 +1%
BFM
1087
Boothbay Fund Management
New York
$333K -$11.6K -32 -3%
VAG
1088
VisionPoint Advisory Group
Texas
$333K +$9.03K +25 +3%
PAA
1089
Peregrine Asset Advisers
Oregon
$332K +$43.7K +121 +14%
PA
1090
PharVision Advisers
Florida
$330K -$66.9K -185 -16%
VFA
1091
Voya Financial Advisors
Connecticut
$330K +$74.4K +206 +26%
HW
1092
Hancock Whitney
Mississippi
$329K +$28.9K +80 +9%
IFWM
1093
Institute for Wealth Management
Colorado
$329K -$1.81K -5 -0.5%
KRW
1094
Kaufman Rossin Wealth
Florida
$328K +$352K +974 New
PFBT
1095
Parkside Financial Bank & Trust
Missouri
$325K +$35.4K +98 +11%
WPA
1096
West Paces Advisors
Georgia
$324K – – –
BTWM
1097
Baker Tilly Wealth Management
Wisconsin
$323K +$102K +283 +42%
LAM
1098
L2 Asset Management
Massachusetts
$322K +$31.1K +86 +10%
WMA
1099
Wealth Management Associates
New Jersey
$321K -$723 -2 -0.2%
Fayez Sarofim & Co
1100
Fayez Sarofim & Co
Texas
$321K – – –