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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
EP
1201
Essential Planning
New Hampshire
$311K – – –
HW
1202
Hancock Whitney
Mississippi
$311K -$112K -261 -26%
MAWA
1203
Moss Adams Wealth Advisors
Washington
$310K +$3.42K +8 +1%
RZH
1204
Relyea Zuckerberg Hanson
Connecticut
$309K – – –
KSWWM
1205
Keyes Stange & Wooten Wealth Management
Florida
$309K -$23.9K -56 -7%
EHC
1206
Everett Harris & Co
California
$309K – – –
HFW
1207
Horizon Family Wealth
Illinois
$308K +$1.71K +4 +0.6%
TA
1208
Tactive Advisors
Florida
$308K -$8.55K -20 -3%
WT
1209
Washington Trust
Rhode Island
$306K – – –
UF
1210
Univest Financial
Pennsylvania
$304K – – –
SWRP
1211
Summit Wealth & Retirement Planning
California
$303K – – –
SRC
1212
Shufro Rose & Co
New York
$303K – – –
AWM
1213
Atticus Wealth Management
Florida
$303K +$106K +249 +53%
EWM
1214
EPG Wealth Management
Georgia
$302K – – –
PM
1215
Pembroke Management
Quebec, Canada
$302K +$8.97K +21 +3%
GH
1216
GAM Holding
Switzerland
$301K +$305K +714 New
BB
1217
Bell Bank
North Dakota
$299K – – –
GCM
1218
Gallacher Capital Management
Colorado
$298K +$302K +706 New
UAG
1219
United Advisor Group
Ohio
$296K -$55.1K -129 -16%
BF
1220
bLong Financial
Tennessee
$295K -$214K -500 -42%
AP
1221
Atwood & Palmer
Missouri
$295K – – –
CWM
1222
Compass Wealth Management
Connecticut
$295K – – –
HWA
1223
HCR Wealth Advisors
California
$294K -$855 -2 -0.3%
UWP
1224
Uniting Wealth Partners
Kansas
$294K +$298K +697 New
NO
1225
Ninety One
South Africa
$294K – – –
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