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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1501
Synergy Investment Management
Florida
$15.1K +$16.3K +41 New
AW
1502
Avion Wealth
Texas
$15K +$794 +2 +5%
AWM
1503
Abound Wealth Management
Tennessee
$14.1K – – –
OW
1504
Olistico Wealth
Oklahoma
$13.7K – – –
AFG
1505
Albion Financial Group
Utah
$12.9K +$13.9K +35 New
EAM
1506
Eukles Asset Management
Ohio
$12.9K – – –
TH
1507
TCTC Holdings
Texas
$12.9K – – –
MSFP
1508
Mark Sheptoff Financial Planning
Connecticut
$12.6K – – –
MSWM
1509
Mowery & Schoenfeld Wealth Management
Illinois
$12.6K +$13.5K +34 New
CCA
1510
Criterion Capital Advisors
Tennessee
$12.2K – – –
CMP
1511
Coston McIsaac & Partners
Maine
$12K – – –
CNBTD
1512
Citizens National Bank Trust Department
Mississippi
$11.8K – – –
HIA
1513
Harbor Investment Advisory
Maryland
$11.4K -$397 -1 -3%
SWA
1514
SOA Wealth Advisors
New York
$11.4K – – –
MWA
1515
Medallion Wealth Advisors
Connecticut
$11.1K +$13.1K +33 New
CPG
1516
Cornerstone Planning Group
New Jersey
$9.93K +$1.19K +3 +13%
CSC
1517
Caldwell Sutter Capital
California
$9.23K – – –
CAM
1518
Costello Asset Management
Pennsylvania
$9.23K +$9.92K +25 New
WAM
1519
WFA Asset Management
Wisconsin
$8.87K -$19.8K -50 -68%
HCM
1520
Hollencrest Capital Management
California
$8.13K – – –
CWM
1521
Cedar Wealth Management
California
$7.76K – – –
PC
1522
Pier Capital
Connecticut
$7.76K – – –
T
1523
Transce3nd
Texas
$7.76K +$8.34K +21 New
CIAM
1524
Caitong International Asset Management
Hong Kong
$7.39K +$7.94K +20 New
JFGIW
1525
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.89K -$10.3K -26 -58%
59 60
61
62 63