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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
1226
Patriot Financial Group Insurance Agency
Massachusetts
$263K -$3.18K -8 -1%
LMKC
1227
L.M. Kohn & Company
Ohio
$262K – – –
BB
1228
Bell Bank
North Dakota
$262K -$794 -2 -0.3%
FFP
1229
FourThought Financial Partners
Florida
$260K +$279K +704 New
HWA
1230
HCR Wealth Advisors
California
$260K +$794 +2 +0.3%
BWP
1231
BSW Wealth Partners
Colorado
$259K +$27K +68 +11%
EWM
1232
EPG Wealth Management
Georgia
$259K -$15.1K -38 -5%
MA
1233
MJP Associates
Connecticut
$259K +$17.1K +43 +7%
AP
1234
Atwood & Palmer
Missouri
$259K – – –
CWM
1235
Compass Wealth Management
Connecticut
$259K – – –
JSW
1236
Journey Strategic Wealth
New Jersey
$258K +$7.94K +20 +3%
PPWM
1237
PFG Private Wealth Management
Florida
$258K -$1.19K -3 -0.4%
LAM
1238
Longboard Asset Management
Arizona
$257K +$276K +695 New
RZH
1239
Relyea Zuckerberg Hanson
Connecticut
$256K -$397 -1 -0.1%
PJWM
1240
Philip James Wealth Mangement
Georgia
$255K – – –
FTIA
1241
Four Tree Island Advisory
New Hampshire
$254K +$273K +687 New
SCP
1242
Sivia Capital Partners
California
$253K -$3.18K -8 -1%
MSFS
1243
Main Street Financial Solutions
Pennsylvania
$253K -$7.54K -19 -3%
PCP
1244
Proficio Capital Partners
Massachusetts
$253K +$59.9K +151 +28%
KFP
1245
KMG Fiduciary Partners
Ohio
$252K -$4.76K -12 -2%
HI
1246
Human Investing
Oregon
$252K – – –
AT
1247
American Trust
Kentucky
$251K – – –
HFS
1248
Heritage Financial Services
Massachusetts
$250K – – –
BTWM
1249
Baker Tilly Wealth Management
Wisconsin
$249K -$2.38K -6 -0.9%
FNC
1250
First National Corp
Massachusetts
$248K – – –
48 49
50
51 52