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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
1651
West Financial Advisors
Iowa
$5.06K +$5.38K +13 New
BLC
1652
Brown, Lisle/Cummings
Rhode Island
$4.95K – – –
VWM
1653
Vermillion Wealth Management
Minnesota
$4.67K – – –
CM
1654
Capula Management
Cayman Islands
$4.67K +$4.96K +12 New
VWA
1655
VSM Wealth Advisory
Maryland
$4.67K +$4.96K +12 New
YP
1656
YANKCOM Partnership
South Dakota
$4.67K +$4.96K +12 New
LB
1657
Legacy Bridge
Iowa
$4.28K +$4.55K +11 New
BC
1658
Broadwater Capital
Massachusetts
$4.28K – – –
FC
1659
Fairscale Capital
New Hampshire
$4.28K – – –
TPBG
1660
Turning Point Benefit Group
Maryland
$4.28K +$1.24K +3 +38%
OCM
1661
Osbon Capital Management
Massachusetts
$4.28K +$4.55K +11 New
AS
1662
Altshuler Shaham
Israel
$3.89K – – –
RFA
1663
Reyes Financial Architecture
California
$3.89K – – –
WB
1664
Webster Bank
Connecticut
$3.89K – – –
GWM
1665
Gilpin Wealth Management
Colorado
$3.89K +$4.14K +10 New
LFA
1666
LGT Financial Advisors
Texas
$3.69K -$2.48K -6 -40%
STB
1667
S&T Bank
Pennsylvania
$3.5K -$1.24K -3 -25%
CMA
1668
Cedar Mountain Advisors
Oregon
$3.5K – – –
VWA
1669
Valued Wealth Advisors
Utah
$3.5K – – –
OC
1670
Optima Capital
Oregon
$3.5K +$3.72K +9 New
RWM
1671
Rialto Wealth Management
New York
$3.11K – – –
HIA
1672
HFM Investment Advisors
New Jersey
$2.73K +$1.24K +3 +75%
SWA
1673
SOA Wealth Advisors
New York
$2.72K – – –
SFS
1674
Sunrise Financial Services
Washington
$2.72K +$2.9K +7 New
NWM
1675
Nova Wealth Management
Florida
$2.65K – – –
65 66
67
68 69