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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
SS
1426
Sunbelt Securities
Texas
$116K +$26.5K +62 +29%
RFP
1427
Root Financial Partners
California
$112K +$113K +265 New
CA
1428
Crewe Advisors
Utah
$111K +$112K +263 New
OP
1429
ORG Partners
Indiana
$111K +$35.9K +84 +47%
M
1430
MOTCO
Texas
$107K +$5.13K +12 +5%
ADL
1431
Asset Dedication LLC
California
$106K -$5.13K -12 -5%
CJ
1432
Caitlin John
Michigan
$105K +$106K +249 New
WIM
1433
Westside Investment Management
California
$102K +$41.9K +98 +69%
MCM
1434
Manchester Capital Management
Vermont
$98.9K -$591K -1,383 -86%
HFS
1435
Hopwood Financial Services
Virginia
$98.7K -$10.7K -25 -10%
PP
1436
Pingora Partners
Wyoming
$97.1K – – –
FP
1437
Financial Perspectives
Minnesota
$94.9K – – –
LI
1438
LRI Investments
Florida
$94.3K -$18.4K -43 -0.1%
AWM
1439
Abound Wealth Management
Tennessee
$92K -$2.14K -5 -2%
FDCP
1440
Foster Dykema Cabot & Partners
Massachusetts
$91.1K – – –
LWCFA
1441
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$87.3K +$82.5K +193 +1,135%
PP
1442
PFS Partners
New Jersey
$87.1K – – –
C
1443
Covestor
United Kingdom
$87K +$2.14K +5 +3%
CBT
1444
Crews Bank & Trust
Florida
$84.4K – – –
FS
1445
Financially Speaking
Colorado
$84.4K – – –
KAM
1446
Karani Asset Management
New York
$84.4K – – –
VWWMG
1447
Vermillion & White Wealth Management Group
Pennsylvania
$84.4K – – –
PFSC
1448
Peoples Financial Services Corp
Pennsylvania
$84.4K – – –
MCM
1449
MV Capital Management
Maryland
$82.7K – – –
CAL
1450
Capital Analysts LLC
Pennsylvania
$81K -$2.99K -7 -4%
56 57
58
59 60