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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1101
Cynosure Group
Utah
$434K – – –
SFG
1102
SevenBridge Financial Group
Pennsylvania
$433K -$43.4K -110 -10%
PFBT
1103
Parkside Financial Bank & Trust
Missouri
$432K +$9.07K +23 +2%
SWP
1104
Strategic Wealth Partners
Ohio
$432K +$390K +988 New
PAA
1105
Peregrine Asset Advisers
Oregon
$431K – – –
VIPI
1106
Vista Investment Partners II
Indiana
$431K +$18.5K +47 +5%
DWM
1107
Dakota Wealth Management
Florida
$428K +$19.7K +50 +5%
IFWM
1108
Institute for Wealth Management
Colorado
$427K – – –
LJHT
1109
Laurie J. Hall Trustee
$426K -$88.8K -225 -19%
TIM
1110
Tevis Investment Management
Texas
$425K +$53.3K +135 +16%
KRW
1111
Kaufman Rossin Wealth
Florida
$424K -$1.58K -4 -0.4%
BC
1112
Bridgefront Capital
Texas
$424K +$382K +969 New
MPWT
1113
MassMutual Private Wealth & Trust
Connecticut
$422K +$5.13K +13 +1%
WPA
1114
West Paces Advisors
Georgia
$420K – – –
M1FG
1115
Mach-1 Financial Group
Arkansas
$419K -$1.13M -2,869 -75%
BTWM
1116
Baker Tilly Wealth Management
Wisconsin
$418K -$1.18K -3 -0.3%
WMA
1117
Wealth Management Associates
New Jersey
$416K – – –
SCM
1118
Sterneck Capital Management
Missouri
$412K -$41K -104 -10%
MG
1119
Mather Group
Illinois
$412K -$58.4K -148 -14%
VFA
1120
Voya Financial Advisors
Connecticut
$411K -$16.6K -42 -4%
AAS
1121
Asset Allocation Strategies
Michigan
$410K – – –
BW
1122
Blalock Williams
Alabama
$410K +$20.1K +51 +6%
WTB
1123
Washington Trust Bank
Washington
$409K -$223K -565 -38%
PWP
1124
Principle Wealth Partners
Connecticut
$409K +$369K +936 New
SIG
1125
Sky Investment Group
Connecticut
$409K – – –
43 44
45
46 47