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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
1401
Gateway Wealth Partners
Wisconsin
$231K +$236K +555 New
VFA
1402
Voya Financial Advisors
Connecticut
$231K -$69.2K -163 -22%
1M
1403
1248 Management
Missouri
$230K – – –
FNA
1404
First National Advisers
Nebraska
$230K +$8.49K +20 +4%
PCM
1405
Permanent Capital Management
Illinois
$230K +$198K +467 New
AM
1406
AGF Management
Ontario, Canada
$229K -$15.7M -37,030 -99%
RBFC
1407
Roman Butler Fullerton & Co
Missouri
$229K +$217K +510 New
LCM
1408
LVM Capital Management
Michigan
$229K – – –
ZF
1409
Zhang Financial
Michigan
$228K +$233K +548 New
CFO
1410
Cambient Family Office
Michigan
$228K +$233K +548 New
BI
1411
Bolthouse Investments
California
$228K – – –
NFSG
1412
Newbridge Financial Services Group
Florida
$228K +$10.6K +25 +5%
PRS
1413
Pinkerton Retirement Specialists
Idaho
$227K – – –
VCAM
1414
Van Cleef Asset Management
Ohio
$227K – – –
MHC
1415
May Hill Capital
Massachusetts
$227K +$11.9K +28 +5%
ISL
1416
Ingalls & Snyder LLC
New York
$227K – – –
2WWM
1417
21 West Wealth Management
California
$226K – – –
HCP
1418
Hexagon Capital Partners
Arkansas
$226K +$231K +543 New
MWM
1419
Maripau Wealth Management
Indiana
$226K +$230K +542 New
TWA
1420
TCI Wealth Advisors
Arizona
$226K +$7.22K +17 +3%
ANBOT
1421
American National Bank of Texas
Texas
$225K -$42.5K -100 -16%
WIM
1422
Warwick Investment Management
Texas
$225K +$229K +539 New
FPCG
1423
Forum Private Client Group
Indiana
$224K +$1.27K +3 +0.6%
IWN
1424
Independent Wealth Network
Iowa
$224K +$849 +2 +0.4%
AU
1425
AlphaGrep UK
$223K -$573K -1,349 -72%
55 56
57
58 59