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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
1401
Northwest Wealth Management
Iowa
$207K – – –
UFA
1402
Unify Financial Advisors
Florida
$206K +$219K +530 New
PWG
1403
Portside Wealth Group
Utah
$206K -$225K -544 -51%
AWE
1404
Avidian Wealth Enterprises
Texas
$206K +$12.4K +30 +6%
HIS
1405
Horizon Investment Services
Indiana
$205K – – –
TWA
1406
TCI Wealth Advisors
Arizona
$204K +$3.31K +8 +2%
LCM
1407
Logan Capital Management
Pennsylvania
$204K – – –
SWA
1408
ShankerValleau Wealth Advisors
Illinois
$204K – – –
BCP
1409
Blue Chip Partners
Michigan
$204K – – –
AWA
1410
Acorn Wealth Advisors
Michigan
$203K +$414 +1 +0.2%
MBWA
1411
Marin Bay Wealth Advisors
California
$203K +$216K +522 New
FWM
1412
FFT Wealth Management
Pennsylvania
$203K +$215K +520 New
SRL
1413
Scientech Research LLC
New Jersey
$203K -$218K -528 -50%
OC
1414
Oarsman Capital
Wisconsin
$203K -$39.7K -96 -16%
NFSG
1415
Newbridge Financial Services Group
Florida
$203K +$196K +474 +1,009%
SCM
1416
Schnieders Capital Management
California
$202K – – –
PP
1417
Pacifica Partners
Canada
$202K – – –
MHC
1418
May Hill Capital
Massachusetts
$201K -$9.1K -22 -4%
WIC
1419
Woodmont Investment Counsel
Tennessee
$200K -$3.31K -8 -2%
GFA
1420
Gladwyn Financial Advisors
Virginia
$198K – – –
CCA
1421
Catalyst Capital Advisors
New York
$197K +$29.4K +71 +16%
MA
1422
MCF Advisors
Kentucky
$196K -$3.31K -8 -2%
CA
1423
CoreCap Advisors
Michigan
$194K +$3.31K +8 +2%
GWM
1424
Greenline Wealth Management
Florida
$192K +$204K +494 New
MCM
1425
Manchester Capital Management
Vermont
$189K +$104K +252 +108%
55 56
57
58 59