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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
2WWM
1401
21 West Wealth Management
California
$267K – – –
CSA
1402
Cottage Street Advisors
Massachusetts
$267K +$15.4K +33 +6%
FPCG
1403
Forum Private Client Group
Indiana
$266K +$2.34K +5 +0.9%
PA
1404
Procyon Advisors
Connecticut
$266K -$25.7K -55 -9%
TWA
1405
TCI Wealth Advisors
Arizona
$266K -$468 -1 -0.2%
ANBOT
1406
American National Bank of Texas
Texas
$266K – – –
GCM
1407
Gables Capital Management
Florida
$266K +$70.2K +150 +38%
BOM
1408
Bank of Marin
California
$265K -$43.5K -93 -15%
KFC
1409
Klingenstein Fields & Co
New York
$265K +$252K +539 New
UAG
1410
United Advisor Group
Ohio
$264K -$65.9K -141 -21%
BWP
1411
Balboa Wealth Partners
Arizona
$264K -$18.7K -40 -7%
SL
1412
Sentry LLC
Tennessee
$264K +$252K +538 New
IWN
1413
Independent Wealth Network
Iowa
$264K – – –
CCWP
1414
Cedar Cove Wealth Partners
Minnesota
$263K +$2.34K +5 +0.9%
MAG
1415
Mayfair Advisory Group
Alabama
$263K +$256K +547 New
SWM
1416
SHP Wealth Management
Massachusetts
$262K -$12.2K -26 -5%
WFI
1417
West Family Investments
California
$262K +$250K +534 New
NFSG
1418
Newbridge Financial Services Group
Florida
$261K -$6.55K -14 -3%
UFA
1419
Unify Financial Advisors
Florida
$260K – – –
MA
1420
MW Advisory
Georgia
$259K +$247K +528 New
GCM
1421
Gallacher Capital Management
Colorado
$259K -$89.3K -191 -27%
HIS
1422
Horizon Investment Services
Indiana
$259K – – –
SP
1423
Symmetry Partners
Connecticut
$258K +$246K +525 New
SWA
1424
ShankerValleau Wealth Advisors
Illinois
$257K – – –
AWA
1425
Acorn Wealth Advisors
Michigan
$257K +$468 +1 +0.2%
55 56
57
58 59