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Trane Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1476
Drive Wealth Management
Utah
$236K +$224K +479 New
SW
1477
SteelPeak Wealth
California
$234K +$223K +476 New
SF
1478
Succession Financial
Texas
$233K +$222K +474 New
CFS
1479
CRA Financial Services
New Jersey
$233K +$3.27K +7 +1%
PPWM
1480
Paragon Private Wealth Management
Kentucky
$233K +$222K +474 New
SAM
1481
Synergy Asset Management
Washington
$233K +$222K +474 New
BFWA
1482
Benchmark Financial Wealth Advisors
Florida
$231K +$220K +471 New
HWMO
1483
Heritage Wealth Management (Ohio)
Ohio
$231K +$220K +470 New
MCM
1484
Manchester Capital Management
Vermont
$229K -$4.21K -9 -2%
PCM
1485
Permanent Capital Management
Illinois
$229K – – –
BWP
1486
Baldwin Wealth Partners
Massachusetts
$229K +$218K +466 New
BAM
1487
Belpointe Asset Management
Nevada
$228K +$217K +465 New
GSB
1488
Greenfield Savings Bank
Massachusetts
$228K +$217K +465 New
CPA
1489
Cathy Pareto & Associates
Florida
$228K +$217K +465 New
MBWA
1490
Marin Bay Wealth Advisors
California
$227K -$19.6K -42 -8%
1832 Asset Management
1491
1832 Asset Management
Ontario, Canada
$226K -$621K -1,327 -74%
VWM
1492
Venturi Wealth Management
Texas
$225K +$214K +458 New
EM
1493
ELCO Management
New York
$225K -$15K -32 -7%
NWA
1494
New World Advisors
Massachusetts
$223K +$213K +455 New
NQWM
1495
Northwest Quadrant Wealth Management
Oregon
$223K +$212K +454 New
CRIG
1496
Charter Research & Investment Group
Connecticut
$221K +$210K +450 New
KIM
1497
Kestra Investment Management
Texas
$221K +$210K +449 New
APW
1498
Aventura Private Wealth
Florida
$220K +$22.4K +48 +12%
PCM
1499
Prelude Capital Management
New York
$218K +$208K +444 New
CAC
1500
Certified Advisory Corp
Florida
$218K +$208K +444 New