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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
CSWM
1551
Cassady Schiller Wealth Management
Ohio
$2.96K +$3.18K +8 New
CF
1552
Conquis Financial
California
$2.96K +$3.18K +8 New
TSMHT
1553
Thurston Springer Miller Herd & Titak
Indiana
$2.58K +$794 +2 +40%
KIM
1554
Kestra Investment Management
Texas
$2.33K +$2.38K +6 New
HWM
1555
HighMark Wealth Management
Minnesota
$2.22K – – –
PWA
1556
Principia Wealth Advisory
Texas
$2.22K +$2.38K +6 New
KSB
1557
Kennebec Savings Bank
Maine
$1.89K +$1.99K +5 New
WWM
1558
Wolff Wiese Magana
California
$1.85K – – –
PPA
1559
Painted Porch Advisors
California
$1.85K +$1.99K +5 New
WCM
1560
WealthTrak Capital Management
Virginia
$1.85K +$1.99K +5 New
RWS
1561
Retirement Wealth Solutions
Wisconsin
$1.51K +$1.59K +4 New
BHWM
1562
Beaird Harris Wealth Management
Texas
$1.48K – – –
PWM
1563
Parkworth Wealth Management
California
$1.48K +$1.59K +4 New
WA
1564
Whipplewood Advisors
Colorado
$1.48K +$1.59K +4 New
PCTC
1565
Perkins Coie Trust Company
Washington
$1.11K – – –
WPWM
1566
Western Pacific Wealth Management
Illinois
$1.11K – – –
KBFS
1567
Kohmann Bosshard Financial Services
Ohio
$1.11K +$1.19K +3 New
TFA
1568
Transamerica Financial Advisors
Florida
$1K – – –
AWM
1569
Activest Wealth Management
Florida
$739 -$4.37K -11 -85%
RPA
1570
Redwood Park Advisors
California
$739 +$794 +2 New
LWANC
1571
Laurel Wealth Advisors (North Carolina)
North Carolina
$370 +$397 +1 New
AA
1572
Ancora Advisors
Ohio
$369 – – –
CAM
1573
Chesapeake Asset Management
New York
$369 – – –
SMAM
1574
Sugar Maple Asset Management
Wisconsin
$369 +$397 +1 New
GIM
1575
Generation Investment Management
United Kingdom
– -$312M -802,668 Closed
61 62
63
64 65