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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
526
Merit Financial Group
Georgia
$529K +$247K +1,495 +90%
PA
527
Prossimo Advisors
California
$526K +$517K +3,129 New
PWM
528
Perigon Wealth Management
California
$517K +$16.2K +98 +3%
BC
529
Burney Company
Virginia
$517K – – –
JSC
530
Jackson Square Capital
California
$515K -$206K -1,245 -29%
JF
531
Jump Financial
Illinois
$515K +$506K +3,062 New
SFA
532
Sequoia Financial Advisors
Ohio
$514K +$257K +1,559 +104%
AIP
533
Ameritas Investment Partners
Nebraska
$514K +$165 +1 +0%
GJIC
534
Gamble Jones Investment Counsel
California
$512K – – –
CC
535
Cipher Capital
New York
$509K -$5.24M -31,745 -91%
BCM
536
Bienville Capital Management
New York
$504K -$40.3K -244 -8%
ACM
537
Argyle Capital Management
Pennsylvania
$504K – – –
TPW
538
Transatlantique Private Wealth
New York
$503K -$9.24K -56 -2%
VNA
539
Valley National Advisers
Pennsylvania
$503K -$37.1K -225 -7%
OFS
540
OneAscent Financial Services
Alabama
$500K -$36.3K -220 -7%
ECM
541
Evergreen Capital Management
Washington
$500K -$95.3K -577 -16%
TFA
542
Toth Financial Advisory
Virginia
$496K +$470K +2,845 +2,710%
LFAS
543
Level Four Advisory Services
Texas
$494K +$486K +2,941 New
WI
544
Wahed Invest
New York
$493K +$40.3K +244 +9%
WJWM
545
Williams Jones Wealth Management
New York
$489K +$330 +2 +0.1%
SC
546
Savant Capital
Illinois
$486K +$3.47K +21 +0.7%
CI
547
Cigna Investments
Connecticut
$482K – – –
FCI
548
Financial Counselors Inc
Kansas
$480K +$11.2K +68 +2%
BCM
549
Brookstone Capital Management
Illinois
$477K +$2.15K +13 +0.5%
MWM
550
Mission Wealth Management
California
$475K -$1.82K -11 -0.4%
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