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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
1176
Cary Street Partners Investment Advisory
Virginia
$355K +$48.9K +124 +18%
FMP
1177
Financial Management Professionals
Texas
$353K -$1.18K -3 -0.4%
CAWM
1178
Capital Advisors Wealth Management
Washington
$352K – – –
SFI
1179
SPC Financial Inc
Maryland
$352K – – –
FI
1180
Fractal Investments
Connecticut
$350K – – –
PCMH
1181
Polymer Capital Management (HK)
Hong Kong
$350K +$316K +800 New
II
1182
Impact Investors
California
$349K -$2.37K -6 -0.7%
KSWWM
1183
Keyes Stange & Wooten Wealth Management
Florida
$345K -$28.8K -73 -8%
CL
1184
CIM LLC
New York
$343K – – –
NC
1185
North Capital
Utah
$342K – – –
RS
1186
R Squared
Hong Kong
$342K +$16.2K +41 +6%
BPWM
1187
Badgley Phelps Wealth Managers
Washington
$341K -$1.97K -5 -0.6%
NFW
1188
Noble Family Wealth
Florida
$341K – – –
CCC
1189
Compass Capital Corp
Massachusetts
$336K -$15K -38 -5%
BOM
1190
Bank of Marin
California
$335K – – –
SWM
1191
Scissortail Wealth Management
Oklahoma
$335K – – –
APG
1192
Abacus Planning Group
South Carolina
$335K +$50.9K +129 +20%
SYBT
1193
Stock Yards Bank & Trust
Kentucky
$335K +$1.18K +3 +0.4%
SMF
1194
Scott Marsh Financial
Utah
$335K +$302K +766 New
CF
1195
Centaurus Financial
California
$333K +$18.5K +47 +7%
BWM
1196
Buska Wealth Management
Wisconsin
$333K – – –
YIA
1197
YHB Investment Advisors
Connecticut
$332K – – –
MCM
1198
Maple Capital Management
Vermont
$331K -$2.37K -6 -0.8%
OPA
1199
Old Port Advisors
Maine
$330K +$10.7K +27 +4%
TA
1200
Tactive Advisors
Florida
$328K +$296K +750 New
46 47
48
49 50