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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
LMKC
1226
L.M. Kohn & Company
Ohio
$239K – – –
BB
1227
Bell Bank
North Dakota
$239K – – –
CFG
1228
Carr Financial Group
Massachusetts
$238K +$54.9K +152 +27%
PFGIA
1229
Patriot Financial Group Insurance Agency
Massachusetts
$237K -$3.61K -10 -1%
EWM
1230
EPG Wealth Management
Georgia
$237K – – –
PPWM
1231
PFG Private Wealth Management
Florida
$236K +$1.08K +3 +0.4%
AP
1232
Atwood & Palmer
Missouri
$236K – – –
CWM
1233
Compass Wealth Management
Connecticut
$236K – – –
FCFC
1234
First Citizens Financial Corp
Iowa
$236K +$15.5K +43 +7%
HWA
1235
HCR Wealth Advisors
California
$235K -$2.17K -6 -0.9%
KCM
1236
Kathmere Capital Management
Pennsylvania
$234K +$251K +695 New
PJWM
1237
Philip James Wealth Mangement
Georgia
$233K – – –
IFS
1238
Ifrah Financial Services
Arkansas
$233K -$52.4K -145 -17%
CSPIA
1239
Cary Street Partners Investment Advisory
Virginia
$232K +$46.6K +129 +23%
FTIA
1240
Four Tree Island Advisory
New Hampshire
$231K – – –
HI
1241
Human Investing
Oregon
$230K – – –
MSFS
1242
Main Street Financial Solutions
Pennsylvania
$230K -$1.45K -4 -0.6%
WEG
1243
World Equity Group
Illinois
$229K -$244K -674 -53%
MA
1244
MJP Associates
Connecticut
$229K -$7.59K -21 -3%
HFS
1245
Heritage Financial Services
Massachusetts
$228K – – –
CCA
1246
Cottonwood Capital Advisors
Utah
$228K -$56K -155 -19%
WPA
1247
Wealth Preservation Advisors
Tennessee
$228K +$244K +676 New
KFP
1248
KMG Fiduciary Partners
Ohio
$227K -$3.25K -9 -1%
FNC
1249
First National Corp
Massachusetts
$226K – – –
MSA
1250
Marathon Strategic Advisors
Pennsylvania
$226K – – –
48 49
50
51 52