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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1226
Carr Financial Group
Massachusetts
$310K +$789 +2 +0.3%
CCA
1227
Cottonwood Capital Advisors
Utah
$308K +$11K +28 +4%
AP
1228
Atwood & Palmer
Missouri
$306K – – –
CWM
1229
Compass Wealth Management
Connecticut
$306K – – –
AFW
1230
Avantra Family Wealth
Pennsylvania
$306K +$276K +699 New
NO
1231
Ninety One
South Africa
$305K -$235K -595 -46%
HWA
1232
HCR Wealth Advisors
California
$305K – – –
PFGIA
1233
Patriot Financial Group Insurance Agency
Massachusetts
$304K -$2.37K -6 -0.9%
PJWM
1234
Philip James Wealth Mangement
Georgia
$304K +$1.18K +3 +0.4%
PM
1235
Pembroke Management
Quebec, Canada
$304K +$274K +694 New
SRC
1236
Shufro Rose & Co
New York
$303K – – –
MA
1237
MJP Associates
Connecticut
$302K +$4.34K +11 +2%
RL
1238
Retireful LLC
Michigan
$302K +$272K +690 New
PCA
1239
Purkiss Capital Advisors
Connecticut
$301K +$11K +28 +4%
FTIA
1240
Four Tree Island Advisory
New Hampshire
$301K – – –
IFS
1241
Ifrah Financial Services
Arkansas
$300K -$1.97K -5 -0.7%
MSFS
1242
Main Street Financial Solutions
Pennsylvania
$300K +$1.18K +3 +0.4%
BA
1243
Bridgewater Advisors
New York
$298K +$18.1K +46 +8%
HI
1244
Human Investing
Oregon
$298K – – –
SIM
1245
Sentry Investment Management
Wisconsin
$296K – – –
WPA
1246
Wealth Preservation Advisors
Tennessee
$296K – – –
KFP
1247
KMG Fiduciary Partners
Ohio
$294K – – –
FNC
1248
First National Corp
Massachusetts
$294K – – –
CMF
1249
Counterpoint Mutual Funds
California
$294K -$200K -508 -43%
MSA
1250
Marathon Strategic Advisors
Pennsylvania
$294K – – –
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