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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
GT
476
Greenleaf Trust
Michigan
$605K +$18.1K +131 +3%
RC
477
Roundview Capital
New Jersey
$604K – – –
WA
478
Wealth Alliance
New York
$603K -$31.5K -228 -5%
SCI
479
S&CO Inc
Massachusetts
$598K – – –
SNT
480
Security National Trust
West Virginia
$588K – – –
MAM
481
Morse Asset Management
Connecticut
$586K – – –
AIM
482
Aspen Investment Management
Michigan
$583K +$6.21K +45 +1%
MWM
483
MorganRosel Wealth Management
Colorado
$583K +$8.56K +62 +2%
CSPIA
484
Cary Street Partners Investment Advisory
Virginia
$580K +$540K +3,912 +4,830%
SW
485
SVB Wealth
Massachusetts
$579K +$7.32K +53 +1%
IAIM
486
International Assets Investment Management
Florida
$575K +$11.2K +81 +2%
HIM
487
Hanlon Investment Management
New Jersey
$572K +$544K +3,938 New
IA
488
IFG Advisory
Georgia
$571K -$12.8K -93 -2%
PCA
489
Peddock Capital Advisors
Massachusetts
$568K – – –
HWA
490
Heritage Wealth Advisors
Virginia
$565K – – –
DJSG
491
D.J. St. Germain
Massachusetts
$563K -$13.8K -100 -3%
CHAM
492
Clear Harbor Asset Management
Connecticut
$559K +$104K +750 +24%
FA
493
FDx Advisors
Illinois
$555K +$160K +1,155 +43%
SXL
494
Summit X LLC
Missouri
$555K +$529K +3,833 New
VFA
495
Valeo Financial Advisors
Indiana
$551K +$496K +3,591 +1,735%
MSRPS
496
Maryland State Retirement & Pension System
Maryland
$547K +$532K +3,854 New
SWM
497
SVA Wealth Management
Wisconsin
$536K +$510K +3,691 New
BJL
498
Brighton Jones LLC
Washington
$533K +$2.21K +16 +0.4%
KPWS
499
Kestra Private Wealth Services
Texas
$530K -$690 -5 -0.1%
LAI
500
Legal Advantage Investments
California
$530K +$504K +3,650 New
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