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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1576
Axiom Investment Management
New York
$50.1K +$50.9K +120 New
BC
1577
Barrett & Company
Rhode Island
$50K – – –
KFP
1578
Kerr Financial Planning
California
$48.9K – – –
DFA
1579
DHJJ Financial Advisors
Illinois
$47.9K – – –
PWMG
1580
Private Wealth Management Group
New Jersey
$47.1K – – –
DI
1581
DAGCO Inc
Ohio
$45.8K – – –
KFI
1582
Key Financial Inc
Pennsylvania
$45.4K -$1.27K -3 -3%
FWA
1583
Flagship Wealth Advisors
Massachusetts
$43.7K – – –
DAM
1584
Delta Asset Management
Tennessee
$42.5K – – –
FFO
1585
Fortitude Family Office
Arizona
$42.1K -$13.6K -32 -24%
AF
1586
Align Financial
Minnesota
$41.7K -$16.5M -38,820 -100%
GGI
1587
Godsey & Gibb Inc
Virginia
$41.7K – – –
PB
1588
Pinnacle Bancorp
Nebraska
$41.7K – – –
PAI
1589
Pittenger & Anderson Inc
Nebraska
$41.7K – – –
CM
1590
Capula Management
Cayman Islands
$41.7K +$37.4K +88 +733%
PSB
1591
Piscataqua Savings Bank
New Hampshire
$41.7K – – –
GSWM
1592
Golden State Wealth Management
California
$41.5K – – –
OWA
1593
Opal Wealth Advisors
New York
$41.3K +$42K +99 New
TCM
1594
Tradewinds Capital Management
Washington
$39.6K – – –
HFS
1595
Horizon Financial Services
North Carolina
$39.2K +$10.6K +25 +36%
CYG
1596
Clean Yield Group
Vermont
$38.3K – – –
SEP
1597
Signature Equity Partners
Ohio
$38.2K +$3.4K +8 +10%
CFD
1598
Creative Financial Designs
Indiana
$37.5K – – –
WA
1599
Walsh & Associates
Florida
$37.5K – – –
MWM
1600
Magnolia Wealth Management
Alabama
$37.5K +$38.2K +90 New
62 63
64
65 66