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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
1226
Paladin Advisory Group
Iowa
$400K – – –
PMWMG
1227
Parr McKnight Wealth Management Group
Minnesota
$400K – – –
CAWM
1228
Capital Advisors Wealth Management
Washington
$396K – – –
SWP
1229
Summit Wealth Partners
Florida
$396K – – –
FBT
1230
First Bank & Trust
South Dakota
$394K -$131K -280 -26%
BB
1231
Busey Bank
Illinois
$393K +$935 +2 +0.3%
FI
1232
Fractal Investments
Connecticut
$393K – – –
TFA
1233
Tobias Financial Advisors
Florida
$392K +$468 +1 +0.1%
KWM
1234
Keebeck Wealth Management
Illinois
$390K +$49.1K +105 +15%
O
1235
Ossiam
France
$390K -$51.4K -110 -12%
NC
1236
North Capital
Utah
$388K +$1.87K +4 +0.5%
LA
1237
LVW Advisors
New York
$386K -$50.5K -108 -12%
CL
1238
CIM LLC
New York
$386K – – –
OPOWM
1239
One Plus One Wealth Management
Florida
$385K – – –
OPA
1240
Old Port Advisors
Maine
$384K +$11.2K +24 +3%
BA
1241
Bridgewater Advisors
New York
$383K +$45.8K +98 +13%
NFW
1242
Noble Family Wealth
Florida
$383K – – –
BL
1243
Balentine LLC
Georgia
$382K +$62.7K +134 +21%
RZH
1244
Relyea Zuckerberg Hanson
Connecticut
$382K +$19.2K +41 +6%
SYBT
1245
Stock Yards Bank & Trust
Kentucky
$381K -$22K -47 -6%
AP
1246
Anchyra Partners
Georgia
$380K -$6.55K -14 -2%
AWM
1247
Aprio Wealth Management
Georgia
$378K -$31.3K -67 -8%
SWM
1248
Scissortail Wealth Management
Oklahoma
$377K – – –
1CP
1249
1015 Capital Partners
Pennsylvania
$376K – – –
FFG
1250
Fortress Financial Group
Minnesota
$376K +$94.5K +202 +36%
48 49
50
51 52