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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
TMAM
551
Tokio Marine Asset Management
Japan
$382K +$35.5K +257 +10%
CPIG
552
Chicago Partners Investment Group
Illinois
$380K +$6.78K +49 +2%
EAM
553
Empirical Asset Management
Massachusetts
$380K +$405K +2,927 New
WJWM
554
Williams Jones Wealth Management
New York
$378K -$41.5K -300 -9%
MLL
555
Moody Lynn & Lieberson
Massachusetts
$377K -$4.15K -30 -1%
PWM
556
Perigon Wealth Management
California
$375K +$400K +2,890 New
STA
557
Summit Trail Advisors
New York
$372K -$55.7K -403 -12%
APA
558
American Portfolios Advisors
New York
$370K -$26.3K -190 -6%
CWS
559
Confluence Wealth Services
Pennsylvania
$369K +$40.8K +295 +14%
MWM
560
Mission Wealth Management
California
$368K +$277 +2 +0.1%
BAM
561
Belpointe Asset Management
Nevada
$367K -$344K -2,485 -47%
FTC
562
Farmers Trust Company
Ohio
$365K – – –
LNWTC
563
Laird Norton Wetherby Trust Company
Washington
$362K -$242K -1,751 -39%
FCI
564
Financial Counselors Inc
Kansas
$362K -$14.8K -107 -4%
EM
565
Excalibur Management
Massachusetts
$362K – – –
AF
566
Allworth Financial
California
$362K +$38.6K +279 +11%
ACM
567
Allred Capital Management
Texas
$360K – – –
MYAM
568
Meiji Yasuda Asset Management
Japan
$360K +$13K +94 +4%
FH
569
FWG Holdings
Florida
$356K – – –
PFPT
570
Pinnacle Financial Partners (Tennessee)
Tennessee
$353K +$58.8K +425 +19%
NG
571
Northstar Group
New York
$349K – – –
BCM
572
Brookstone Capital Management
Illinois
$348K +$3.32K +24 +0.9%
EWM
573
Executive Wealth Management
Michigan
$347K -$5.97M -43,188 -94%
GVAG
574
Great Valley Advisor Group
Delaware
$344K +$2.77K +20 +0.8%
FMTC
575
Farmers & Merchants Trust Company
California
$342K -$3.73K -27 -1%
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