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Trane Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
501
Valeo Financial Advisors
Indiana
$629K
PCA
502
Peddock Capital Advisors
Massachusetts
$621K -$25.4K -164 -4%
BJL
503
Brighton Jones LLC
Washington
$614K +$5.73K +37 +1%
SFG
504
Summit Financial Group
West Virginia
$613K -$77.4K -500 -12%
P
505
Pitcairn
Pennsylvania
$609K +$93.2K +602 +20%
LAI
506
Legal Advantage Investments
California
$604K
NRS
507
Neville Rodie & Shaw
New York
$603K
NERM
508
New England Research & Management
Illinois
$603K +$1.9M +12,250 New
AAS
509
Avantax Advisory Services
Texas
$602K +$64.1K +414 +13%
BP
510
Ballentine Partners
Massachusetts
$600K -$1.06M -6,828 -65%
WA
511
Wealth Alliance
New York
$598K -$84.5K -546 -13%
WC
512
Westhampton Capital
North Carolina
$598K
HSA
513
HBK Sorce Advisory
Pennsylvania
$595K +$310 +2 +0.1%
ACM
514
AlphaCrest Capital Management
New York
$590K +$552K +3,563 New
Verition Fund Management
515
Verition Fund Management
Connecticut
$587K -$264K -1,705 -32%
WT
516
Whittier Trust
California
$581K +$10.5K +68 +2%
HH
517
Hilltop Holdings
Texas
$579K -$140K -905 -21%
LIA
518
LS Investment Advisors
Michigan
$572K -$137K -885 -20%
AIP
519
Ameritas Investment Partners
Nebraska
$571K -$29.9K -193 -5%
ACM
520
Allred Capital Management
Texas
$565K +$33.3K +215 +7%
BC
521
Burney Company
Virginia
$563K
BPA
522
Beacon Pointe Advisors
California
$561K +$44K +284 +9%
VFA
523
Values First Advisors
Tennessee
$557K +$14.2K +92 +3%
CI
524
Conning Inc
Connecticut
$556K -$41.8K -270 -7%
TIM
525
Thompson Investment Management
Wisconsin
$555K