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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1451
Maripau Wealth Management
Indiana
$245K -$20.6K -44 -8%
AOWM
1452
Asset One Wealth Management
Washington
$243K -$48.2K -103 -17%
AV
1453
Aspiring Ventures
Ohio
$243K – – –
SSA
1454
South Street Advisors
New York
$243K – – –
RWP
1455
Revolve Wealth Partners
New Jersey
$243K +$231K +494 New
PP
1456
Pacifica Partners
Canada
$242K – – –
CPA
1457
Capital Performance Advisors
California
$242K -$213K -456 -48%
NDSI
1458
Newman Dignan & Sheerar Inc
Rhode Island
$242K – – –
AA
1459
Auxano Advisors
Washington
$241K +$230K +491 New
WMA
1460
Wealth Management Associates
New Jersey
$239K -$140K -299 -38%
FM
1461
Foster & Motley
Ohio
$238K -$47.2K -101 -17%
DWM
1462
Dopkins Wealth Management
New York
$238K – – –
JCM
1463
Jacobsen Capital Management
Utah
$238K – – –
CC
1464
Cadinha & Co
Hawaii
$238K +$226K +484 New
IWA
1465
IBEX Wealth Advisors
New Jersey
$237K -$4.68K -10 -2%
UWP
1466
Uniting Wealth Partners
Kansas
$237K -$19.6K -42 -8%
SAM
1467
Sagewood Asset Management
New York
$237K +$225K +482 New
KA
1468
Kovack Advisors
Florida
$236K +$224K +480 New
ACG
1469
Allen Capital Group
Nebraska
$236K +$224K +480 New
DWM
1470
Drive Wealth Management
Utah
$236K +$224K +479 New
SW
1471
SteelPeak Wealth
California
$234K +$223K +476 New
SF
1472
Succession Financial
Texas
$233K +$222K +474 New
CFS
1473
CRA Financial Services
New Jersey
$233K +$3.27K +7 +1%
PPWM
1474
Paragon Private Wealth Management
Kentucky
$233K +$222K +474 New
SAM
1475
Synergy Asset Management
Washington
$233K +$222K +474 New
57 58
59
60 61