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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
501
Dakota Wealth Management
Florida
$393K – – –
APP
502
Avantax Planning Partners
Iowa
$388K – – –
CAM
503
Cypress Asset Management
Texas
$387K +$358K +3,190 New
FTC
504
Farmers Trust Company
Ohio
$386K +$5.61K +50 +2%
AWM
505
Altavista Wealth Management
North Carolina
$383K – – –
BPA
506
Beacon Pointe Advisors
California
$377K -$71.5K -637 -17%
CHAM
507
Clear Harbor Asset Management
Connecticut
$376K – – –
P
508
Pitcairn
Pennsylvania
$373K -$1.91K -17 -0.5%
WT
509
Whittier Trust
California
$369K – – –
FCI
510
Financial Counselors Inc
Kansas
$368K +$6.18K +55 +2%
NG
511
Northstar Group
New York
$366K – – –
BWM
512
Buckley Wealth Management
Nevada
$365K -$116K -1,031 -26%
ACM
513
Argyle Capital Management
Pennsylvania
$364K – – –
BCM
514
Bienville Capital Management
New York
$364K – – –
GJIC
515
Gamble Jones Investment Counsel
California
$364K – – –
NIA
516
Northstar Investment Advisors
Colorado
$364K – – –
IC
517
IEQ Capital
California
$364K +$337 +3 +0.1%
MPAM
518
Murphy Pohlad Asset Management
Minnesota
$363K – – –
ACM
519
Allred Capital Management
Texas
$363K +$10.9K +97 +3%
MLL
520
Moody Lynn & Lieberson
Massachusetts
$362K -$31.4K -280 -9%
CC
521
Courier Capital
New York
$362K – – –
AW
522
ACG Wealth
Georgia
$355K -$9.88K -88 -3%
AMG
523
Advisors Management Group
Wisconsin
$350K – – –
SC
524
Savant Capital
Illinois
$349K – – –
HI
525
Harrington Investments
California
$348K -$9.32K -83 -3%
19 20
21
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