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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1201
Inscription Capital
Texas
$328K +$29.2K +74 +11%
SHWM
1202
Smith & Howard Wealth Management
Georgia
$328K – – –
CIA
1203
Capital Investment Advisors
Georgia
$327K -$17.4K -44 -6%
SWM
1204
Segment Wealth Management
Texas
$327K – – –
BAM
1205
Belpointe Asset Management
Nevada
$325K – – –
AO
1206
Advisor OS
Illinois
$324K +$4.73K +12 +2%
SCA
1207
Stonebridge Capital Advisors
Minnesota
$324K – – –
MPM
1208
MBB Public Markets
Illinois
$323K -$66.3K -168 -19%
EP
1209
Essential Planning
New Hampshire
$323K – – –
MF
1210
Magnetar Financial
Illinois
$322K +$290K +736 New
RZH
1211
Relyea Zuckerberg Hanson
Connecticut
$321K -$8.68K -22 -3%
EHC
1212
Everett Harris & Co
California
$320K -$7.1K -18 -2%
PPWM
1213
PFG Private Wealth Management
Florida
$318K +$10.7K +27 +4%
HFW
1214
Horizon Family Wealth
Illinois
$318K +$789 +2 +0.3%
MAWA
1215
Moss Adams Wealth Advisors
Washington
$318K +$286K +726 New
FFP
1216
FourThought Financial Partners
Florida
$317K – – –
WT
1217
Washington Trust
Rhode Island
$317K – – –
UF
1218
Univest Financial
Pennsylvania
$315K – – –
SWRP
1219
Summit Wealth & Retirement Planning
California
$314K +$284K +719 New
GC
1220
Garde Capital
Washington
$314K -$18.1K -46 -6%
EWM
1221
EPG Wealth Management
Georgia
$313K +$5.52K +14 +2%
SB
1222
Simmons Bank
Arkansas
$312K – – –
RCA
1223
Resonant Capital Advisors
Wisconsin
$311K +$281K +712 New
HFS
1224
Heritage Financial Services
Massachusetts
$311K +$12.6K +32 +5%
BB
1225
Bell Bank
North Dakota
$310K – – –
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