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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
AWAP
1126
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$303K – – –
JWCA
1127
J.W. Coons Advisors
Ohio
$303K – – –
QPW
1128
Quantum Private Wealth
Florida
$303K – – –
SRC
1129
Shufro Rose & Co
New York
$303K – – –
OFO
1130
OneAscent Family Office
Alabama
$303K -$83.8K -232 -21%
VEA
1131
Virtus ETF Advisers
New York
$302K -$734K -2,030 -69%
TSWM
1132
Triangle Securities Wealth Management
North Carolina
$302K – – –
WIC
1133
Wilkins Investment Counsel
Massachusetts
$301K – – –
BW
1134
Blalock Williams
Alabama
$299K +$14.8K +41 +5%
CWM
1135
Cornerstone Wealth Management
Missouri
$299K – – –
SIS
1136
Sound Income Strategies
Florida
$298K +$284K +786 +794%
SPWG
1137
Sage Private Wealth Group
Illinois
$297K +$21.7K +60 +7%
GM
1138
GeoWealth Management
Illinois
$296K -$67.6K -187 -18%
IC
1139
Iconiq Capital
California
$296K -$152K -422 -32%
BWP
1140
Balboa Wealth Partners
Arizona
$296K -$79.1K -219 -20%
CPA
1141
Court Place Advisors
Maryland
$294K +$6.5K +18 +2%
LAS
1142
LWM Advisory Services
Florida
$294K +$7.23K +20 +2%
TI
1143
tru Independence
Oregon
$292K +$1.45K +4 +0.5%
BWP
1144
Baldwin Wealth Partners
Massachusetts
$292K – – –
MFWP
1145
Mosaic Family Wealth Partners
Missouri
$291K – – –
KSWWM
1146
Keyes Stange & Wooten Wealth Management
Florida
$290K -$8.31K -23 -3%
WG
1147
Wealth Group
North Carolina
$290K +$20.6K +57 +7%
CFO
1148
CVA Family Office
Colorado
$290K +$15.9K +44 +5%
QC
1149
Quent Capital
New York
$290K +$2.89K +8 +0.9%
NRD
1150
Nebula Research & Development
New York
$287K -$2.01M -5,571 -87%
44 45
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