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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
GFG
1151
Goldstone Financial Group
Illinois
$319K +$110K +277 +47%
TI
1152
tru Independence
Oregon
$319K – – –
PCMH
1153
Polymer Capital Management (HK)
Hong Kong
$318K -$595K -1,500 -64%
LWM
1154
Lyell Wealth Management
California
$317K – – –
PFG
1155
PAX Financial Group
Texas
$317K +$50.4K +127 +17%
CPA
1156
Court Place Advisors
Maryland
$316K -$218K -550 -39%
QC
1157
Quent Capital
New York
$315K +$1.19K +3 +0.4%
LAS
1158
LWM Advisory Services
Florida
$314K – – –
PMWMG
1159
Parr McKnight Wealth Management Group
Minnesota
$314K +$337K +850 New
VV
1160
Verity & Verity
South Carolina
$314K – – –
BW
1161
Blalock Williams
Alabama
$312K +$335K +845 New
PWPS
1162
Pinnacle Wealth Planning Services
Ohio
$310K -$217K -547 -39%
MBTD
1163
Mechanics Bank - Trust Department
California
$310K – – –
AA
1164
Addison Advisors
Vermont
$310K – – –
TIM
1165
Tevis Investment Management
Texas
$309K +$332K +837 New
IFS
1166
Ifrah Financial Services
Arkansas
$309K -$5.96K -15 -2%
SWM
1167
SilverOak Wealth Management
Minnesota
$308K +$1.59K +4 +0.5%
HFW
1168
Horizon Family Wealth
Illinois
$308K +$794 +2 +0.2%
CCA
1169
Cottonwood Capital Advisors
Utah
$307K -$31.4K -79 -9%
SPWG
1170
Sage Private Wealth Group
Illinois
$304K +$37.7K +95 +13%
QFA
1171
Quantum Financial Advisors
California
$303K -$5.56K -14 -2%
CFO
1172
CVA Family Office
Colorado
$301K +$14.3K +36 +5%
CCC
1173
Compass Capital Corp
Massachusetts
$301K +$323K +814 New
SAI
1174
Savvy Advisors Inc
New York
$301K +$323K +814 New
TFA
1175
Tobias Financial Advisors
Florida
$300K -$31K -78 -9%
45 46
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48 49