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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
1126
Great Valley Advisor Group
Delaware
$304K -$9.76K -27 -3%
AWAP
1127
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$303K – – –
JWCA
1128
J.W. Coons Advisors
Ohio
$303K – – –
QPW
1129
Quantum Private Wealth
Florida
$303K – – –
SRC
1130
Shufro Rose & Co
New York
$303K – – –
OFO
1131
OneAscent Family Office
Alabama
$303K -$83.8K -232 -21%
VEA
1132
Virtus ETF Advisers
New York
$302K -$734K -2,030 -69%
TSWM
1133
Triangle Securities Wealth Management
North Carolina
$302K – – –
WIC
1134
Wilkins Investment Counsel
Massachusetts
$301K – – –
BW
1135
Blalock Williams
Alabama
$299K +$14.8K +41 +5%
CWM
1136
Cornerstone Wealth Management
Missouri
$299K – – –
SIS
1137
Sound Income Strategies
Florida
$298K +$284K +786 +794%
SPWG
1138
Sage Private Wealth Group
Illinois
$297K +$21.7K +60 +7%
GM
1139
GeoWealth Management
Illinois
$296K -$67.6K -187 -18%
IC
1140
Iconiq Capital
California
$296K -$152K -422 -32%
BWP
1141
Balboa Wealth Partners
Arizona
$296K -$79.1K -219 -20%
CPA
1142
Court Place Advisors
Maryland
$294K +$6.5K +18 +2%
LAS
1143
LWM Advisory Services
Florida
$294K +$7.23K +20 +2%
TI
1144
tru Independence
Oregon
$292K +$1.45K +4 +0.5%
BWP
1145
Baldwin Wealth Partners
Massachusetts
$292K – – –
MFWP
1146
Mosaic Family Wealth Partners
Missouri
$291K – – –
KSWWM
1147
Keyes Stange & Wooten Wealth Management
Florida
$290K -$8.31K -23 -3%
WG
1148
Wealth Group
North Carolina
$290K +$20.6K +57 +7%
CFO
1149
CVA Family Office
Colorado
$290K +$15.9K +44 +5%
QC
1150
Quent Capital
New York
$290K +$2.89K +8 +0.9%
44 45
46
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