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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
1201
Everett Harris & Co
California
$253K – – –
SHWM
1202
Smith & Howard Wealth Management
Georgia
$253K – – –
PCM
1203
Prelude Capital Management
New York
$252K -$797K -2,205 -75%
SWM
1204
Segment Wealth Management
Texas
$252K +$6.14K +17 +2%
BAM
1205
Belpointe Asset Management
Nevada
$250K -$15.9K -44 -6%
SCA
1206
Stonebridge Capital Advisors
Minnesota
$250K +$1.45K +4 +0.5%
RS
1207
R Squared
Hong Kong
$249K -$166K -460 -38%
SVWAG
1208
Sound View Wealth Advisors Group
Georgia
$249K +$46.6K +129 +21%
NG
1209
Norden Group
Utah
$249K +$267K +738 New
EP
1210
Essential Planning
New Hampshire
$249K -$17.1M -47,232 -98%
S
1211
SharpePoint
Arizona
$247K -$18.1K -50 -7%
AO
1212
Advisor OS
Illinois
$246K -$14.8K -41 -5%
OR
1213
Olympiad Research
Connecticut
$246K +$47.3K +131 +22%
GIA
1214
Gateway Investment Advisers
Ohio
$245K -$8.67K -24 -3%
OPA
1215
Old Port Advisors
Maine
$245K +$5.06K +14 +2%
HFW
1216
Horizon Family Wealth
Illinois
$245K -$39.4K -109 -13%
FFP
1217
FourThought Financial Partners
Florida
$244K +$7.59K +21 +3%
WT
1218
Washington Trust
Rhode Island
$244K – – –
BWP
1219
BSW Wealth Partners
Colorado
$244K +$7.59K +21 +3%
UIA
1220
Ulland Investment Advisors
Minnesota
$243K – – –
FFM
1221
Fullerton Fund Management
Singapore
$243K -$24.6M -68,074 -99%
UF
1222
Univest Financial
Pennsylvania
$242K – – –
PCP
1223
Proficio Capital Partners
Massachusetts
$242K +$12.3K +34 +5%
CF
1224
Centaurus Financial
California
$241K +$26.7K +74 +12%
NFG
1225
Northeast Financial Group
Pennsylvania
$241K -$723 -2 -0.3%
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