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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
SPWG
1101
Sage Private Wealth Group
Illinois
$423K -$181K -438 -29%
AWM
1102
Avior Wealth Management
Nebraska
$422K -$6.62K -16 -1%
SCM
1103
Sunbeam Capital Management
Georgia
$420K +$2.48K +6 +0.6%
MIC
1104
Means Investment Company
Maine
$417K +$414 +1 +0.1%
MBC
1105
Michael Brady & Co
Ohio
$416K +$443K +1,070 New
AMPWP
1106
Alvarez & Marsal Private Wealth Partners
Florida
$416K +$442K +1,068 New
BWG
1107
Berry Wealth Group
Texas
$414K +$414 +1 +0.1%
CG
1108
Corundum Group
Colorado
$413K +$439K +1,062 New
FCFC
1109
First Citizens Financial Corp
Iowa
$409K -$21.5K -52 -5%
TFP
1110
Tilia Fiduciary Partners
North Carolina
$409K -$7.86K -19 -2%
SC
1111
Searle & Co
Connecticut
$409K – – –
VAG
1112
VisionPoint Advisory Group
Texas
$406K -$84K -203 -16%
GB
1113
Goepper Burkhardt
South Carolina
$406K – – –
NAMI
1114
Nomura Asset Management International
Pennsylvania
$404K +$429K +1,038 New
DAS
1115
Dynamic Advisor Solutions
Arizona
$404K -$1.31M -3,169 -75%
KCM
1116
Kathmere Capital Management
Pennsylvania
$404K +$184K +444 +75%
PCM
1117
Prelude Capital Management
New York
$403K +$111K +268 +35%
DBRC
1118
D.B. Root & Company
Pennsylvania
$402K +$49.2K +119 +13%
3IP
1119
3Chopt Investment Partners
Virginia
$399K -$7.86K -19 -2%
FCCM
1120
First City Capital Management
Georgia
$398K -$49.6K -120 -10%
WPW
1121
Watershed Private Wealth
Illinois
$397K – – –
BFM
1122
Boothbay Fund Management
New York
$397K +$421K +1,019 New
PCMF
1123
Private Capital Management (Florida)
Florida
$397K +$421K +1,019 New
GWM
1124
GSB Wealth Management
Connecticut
$395K -$4.96K -12 -1%
MA
1125
MONECO Advisors
Connecticut
$393K -$5.79K -14 -1%
43 44
45
46 47