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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1126
Scissortail Wealth Management
Oklahoma
$298K -$224K -645 -100%
BOM
1127
Bank of Marin
California
$298K – – –
BPWM
1128
Badgley Phelps Wealth Managers
Washington
$297K – – –
PAA
1129
Peregrine Asset Advisers
Oregon
$297K +$265K +765 New
NA
1130
Nottingham Advisors
New York
$296K -$29.5K -85 -10%
HA
1131
HHLR Advisors
Cayman Islands
$293K -$1.46M -4,206 -85%
MPWT
1132
MassMutual Private Wealth & Trust
Connecticut
$293K +$5.9K +17 +2%
SHWM
1133
Smith & Howard Wealth Management
Georgia
$292K – – –
RIS
1134
Retirement Income Solutions
Michigan
$291K -$11.8K -34 -4%
CIA
1135
Capital Investment Advisors
Georgia
$291K +$4.16K +12 +2%
AUB
1136
Atlantic Union Bankshares
Virginia
$290K – – –
VFA
1137
Voya Financial Advisors
Connecticut
$289K +$261K +753 New
EWM
1138
EPG Wealth Management
Georgia
$287K +$257K +740 New
EP
1139
Essential Planning
New Hampshire
$287K – – –
SCA
1140
Stonebridge Capital Advisors
Minnesota
$286K – – –
SA
1141
Strategic Advisors
New York
$286K – – –
PFG
1142
PAX Financial Group
Texas
$284K +$254K +731 New
SWM
1143
Segment Wealth Management
Texas
$284K – – –
SPWG
1144
Sage Private Wealth Group
Illinois
$283K +$18.7K +54 +8%
CAC
1145
Certified Advisory Corp
Florida
$282K -$347 -1 -0.1%
AO
1146
Advisor OS
Illinois
$282K -$694 -2 -0.3%
WT
1147
Washington Trust
Rhode Island
$282K – – –
UIA
1148
Ulland Investment Advisors
Minnesota
$280K -$3.47K -10 -1%
PFGIA
1149
Patriot Financial Group Insurance Agency
Massachusetts
$280K -$5.55K -16 -2%
UF
1150
Univest Financial
Pennsylvania
$280K +$249K +719 New
44 45
46
47 48