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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
1126
Marathon Strategic Advisors
Pennsylvania
$247K -$18.1K -57 -7%
SHWM
1127
Smith & Howard Wealth Management
Georgia
$247K – – –
AUB
1128
Atlantic Union Bankshares
Virginia
$245K – – –
AA
1129
Advisory Alpha
Michigan
$245K +$23.5K +74 +11%
FM
1130
Foster & Motley
Ohio
$244K – – –
EWM
1131
EPG Wealth Management
Georgia
$243K – – –
EP
1132
Essential Planning
New Hampshire
$243K +$235K +738 New
BB
1133
Busey Bank
Illinois
$242K – – –
SCA
1134
Stonebridge Capital Advisors
Minnesota
$242K – – –
CIA
1135
Capital Investment Advisors
Georgia
$242K -$9.54K -30 -4%
PFGIA
1136
Patriot Financial Group Insurance Agency
Massachusetts
$242K -$3.82K -12 -2%
SA
1137
Strategic Advisors
New York
$242K – – –
MPWT
1138
MassMutual Private Wealth & Trust
Connecticut
$242K +$42.6K +134 +22%
BWP
1139
Baldwin Wealth Partners
Massachusetts
$240K – – –
SWM
1140
Segment Wealth Management
Texas
$240K – – –
RIL
1141
Rothschild Investment LLC
Illinois
$240K +$125K +394 +117%
UIA
1142
Ulland Investment Advisors
Minnesota
$240K -$22.3K -70 -9%
AO
1143
Advisor OS
Illinois
$239K -$87.5K -275 -27%
BCP
1144
Blue Chip Partners
Michigan
$239K +$95.7K +301 +71%
CAC
1145
Certified Advisory Corp
Florida
$239K +$231K +727 New
WT
1146
Washington Trust
Rhode Island
$238K -$7.95K -25 -3%
VWM
1147
Venturi Wealth Management
Texas
$238K +$50.6K +159 +28%
SB
1148
Simmons Bank
Arkansas
$236K +$12.1K +38 +6%
HWA
1149
Heartwood Wealth Advisors
Virginia
$236K – – –
PL
1150
Plancorp LLC
Missouri
$234K +$2.86K +9 +1%
44 45
46
47 48