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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
QIM
501
Quantitative Investment Management
Virginia
$781K -$5.99K -33 -0.8%
SW
502
SVB Wealth
Massachusetts
$775K -$70.8K -390 -8%
BWM
503
Buckley Wealth Management
Nevada
$755K -$129K -713 -15%
BJL
504
Brighton Jones LLC
Washington
$754K +$2.18K +12 +0.3%
LAI
505
Legal Advantage Investments
California
$754K – – –
OTL
506
Oak Thistle LLC
New York
$738K +$728K +4,009 New
MAM
507
Morse Asset Management
Connecticut
$736K – – –
BCB
508
Brian C. Broderick
$730K – – –
HIC
509
Holderness Investments Company
North Carolina
$728K – – –
SS
510
Simplicity Solutions
Minnesota
$727K +$323K +1,779 +82%
BFG
511
Bleakley Financial Group
New Jersey
$726K +$23.1K +127 +3%
CT
512
Clearstead Trust
Maine
$705K – – –
STA
513
Summit Trail Advisors
New York
$704K +$66.6K +367 +11%
MC
514
Moors & Cabot
Massachusetts
$699K -$10.5K -58 -2%
CHAM
515
Clear Harbor Asset Management
Connecticut
$699K -$9.08K -50 -1%
SM
516
Sciencast Management
New Jersey
$694K +$717K +3,952 New
PCA
517
Peddock Capital Advisors
Massachusetts
$690K – – –
CAG
518
Csenge Advisory Group
Florida
$688K -$2K -11 -0.3%
IAIM
519
International Assets Investment Management
Florida
$683K -$66.3K -365 -9%
BRWA
520
B. Riley Wealth Advisors
Florida
$678K +$52.1K +287 +8%
BC
521
Burney Company
Virginia
$671K +$103K +570 +19%
MOS
522
MGO One Seven
Ohio
$669K +$45.9K +253 +7%
WC
523
Westhampton Capital
North Carolina
$665K – – –
NSEDCP
524
NJ State Employees Deferred Compensation Plan
New Jersey
$662K – – –
BIM
525
Baldwin Investment Management
Pennsylvania
$660K -$91.7K -505 -12%
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