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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1276
Private Wealth Partners
California
$354K +$46.8K +100 +16%
MW
1277
MBL Wealth
North Carolina
$353K +$73.9K +158 +28%
SAM
1278
Strategy Asset Managers
California
$353K +$25.7K +55 +8%
EWM
1279
EPG Wealth Management
Georgia
$353K +$468 +1 +0.1%
CWG
1280
Cornerstone Wealth Group
North Carolina
$351K +$43.5K +93 +15%
EI
1281
Ellevest Inc
New York
$350K +$32.7K +70 +11%
IB
1282
Intrust Bank
Kansas
$348K – – –
SIA
1283
Soltis Investment Advisors
Utah
$346K -$5.61K -12 -2%
AO
1284
Advisor OS
Illinois
$344K +$2.34K +5 +0.7%
AP
1285
Atwood & Palmer
Missouri
$344K – – –
CWM
1286
Compass Wealth Management
Connecticut
$344K +$327K +700 New
RWS
1287
RASP Wealth Solutions
Indiana
$343K +$327K +699 New
HW
1288
Hancock Whitney
Mississippi
$341K -$4.68K -10 -1%
APG
1289
Abacus Planning Group
South Carolina
$341K +$2.34K +5 +0.7%
RDWM
1290
Red Door Wealth Management
Tennessee
$340K +$324K +693 New
BRWA
1291
B. Riley Wealth Advisors
Florida
$340K +$63.6K +136 +24%
RF
1292
Rossby Financial
Florida
$340K +$84.7K +181 +35%
HI
1293
Human Investing
Oregon
$340K -$9.35K -20 -3%
GW
1294
Graetz Wealth
Michigan
$340K – – –
FTIA
1295
Four Tree Island Advisory
New Hampshire
$337K – – –
HH
1296
Hilltop Holdings
Texas
$336K -$935 -2 -0.3%
MCM
1297
Maple Capital Management
Vermont
$334K -$20.1K -43 -6%
FI
1298
Financial Insights
Washington
$334K -$7.48K -16 -2%
WPA
1299
Wealth Preservation Advisors
Tennessee
$332K -$2.81K -6 -0.9%
MA
1300
MJP Associates
Connecticut
$331K +$8.42K +18 +3%
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