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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
USB
1251
Union Savings Bank
Connecticut
$15K – – –
PWMG
1252
Prestige Wealth Management Group
New Jersey
$14.7K – – –
BWL
1253
Bogart Wealth LLC
Virginia
$14.1K – – –
AP
1254
Aspect Partners
Virginia
$12.6K +$2.71K +10 +31%
TCM
1255
Tradewinds Capital Management
Washington
$12K +$10.9K +40 New
HWA
1256
HHM Wealth Advisors
Tennessee
$11.4K – – –
PC
1257
Pier Capital
Connecticut
$10.8K – – –
SWA
1258
SOA Wealth Advisors
New York
$10.8K – – –
WCM
1259
Westend Capital Management
California
$10.8K +$9.77K +36 New
EAM
1260
Eukles Asset Management
Ohio
$10.5K – – –
TH
1261
TCTC Holdings
Texas
$10.5K +$9.5K +35 New
MSFP
1262
Mark Sheptoff Financial Planning
Connecticut
$10.2K – – –
AWM
1263
Abound Wealth Management
Tennessee
$10.1K +$1.09K +4 +14%
AW
1264
Avion Wealth
Texas
$10K +$1.09K +4 +14%
FGAM
1265
Financial Gravity Asset Management
Texas
$9.76K – – –
SIC
1266
SJS Investment Consulting
Ohio
$9.31K +$543 +2 +7%
NCM
1267
Northwest Capital Management
Oregon
$8.71K – – –
PPC
1268
Park Place Capital
Alabama
$8.71K – – –
DF
1269
Dunhill Financial
United Kingdom
$7.9K +$814 +3 +13%
GI
1270
Gradient Investments
Minnesota
$7.5K -$85K -313 -93%
CSC
1271
Caldwell Sutter Capital
California
$7.5K – – –
DPW
1272
DiNuzzo Private Wealth
Pennsylvania
$7.21K – – –
HCM
1273
Hollencrest Capital Management
California
$6.6K -$264K -972 -98%
CPG
1274
Cornerstone Planning Group
New Jersey
$6.39K +$271 +1 +5%
CWM
1275
Cedar Wealth Management
California
$6.3K – – –
49 50
51
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