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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
RIS
1476
Retirement Income Solutions
Michigan
$201K +$205K +482 New
MCM
1477
Manchester Capital Management
Vermont
$198K -$4.25K -10 -2%
CFS
1478
CRA Financial Services
New Jersey
$195K +$198K +467 New
MUMSS
1479
Mitsubishi UFJ Morgan Stanley Securities
Japan
$192K -$5.52K -13 -3%
BCWM
1480
Bartlett & Co Wealth Management
Ohio
$190K -$1.7K -4 -1%
WA
1481
Westfuller Advisors
New York
$186K +$10.6K +25 +6%
ACA
1482
Atlas Capital Advisors
Wyoming
$184K – – –
EPW
1483
Evergreen Private Wealth
Colorado
$184K +$49.7K +117 +36%
JFGIW
1484
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$179K – – –
AAM
1485
Alphadyne Asset Management
New York
$175K -$231K -544 -56%
GWSA
1486
Global Wealth Strategies & Associates
Colorado
$168K +$3.4K +8 +2%
APW
1487
Aventura Private Wealth
Florida
$167K +$33.5K +79 +25%
BSB
1488
Bangor Savings Bank
Maine
$167K – – –
IWS
1489
Intentional Wealth Strategies
Colorado
$164K +$167K +394 New
SMBT
1490
Southern Michigan Bank & Trust
Michigan
$164K +$167K +393 New
GCM
1491
Gables Capital Management
Florida
$163K – – –
WSFG
1492
Wall Street Financial Group
Illinois
$159K +$162K +382 New
GSEP
1493
Golden State Equity Partners
California
$158K +$161K +379 New
GKIM
1494
GW&K Investment Management
Massachusetts
$153K +$3.82K +9 +3%
SGK
1495
Steigerwald Gordon & Koch
Virginia
$152K +$25K +59 +19%
AIM
1496
Anchor Investment Management
South Carolina
$149K – – –
KFG
1497
Kingdom Financial Group
Arizona
$147K +$136K +321 +1,003%
LAS
1498
Lloyd Advisory Services
Georgia
$147K +$150K +353 New
GA
1499
GoalVest Advisory
New York
$146K – – –
TFA
1500
Transamerica Financial Advisors
Florida
$144K -$8.37M -19,723 -98%
58 59
60
61 62