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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
551
Prossimo Advisors
California
$576K – – –
LWP
552
Lumature Wealth Partners
Georgia
$575K +$79.1K +436 +16%
TPW
553
Transatlantique Private Wealth
New York
$573K +$24K +132 +4%
SXL
554
Summit X LLC
Missouri
$571K -$97.5K -537 -15%
BWP
555
BSW Wealth Partners
Colorado
$571K -$193K -1,063 -26%
OWM
556
OneAscent Wealth Management
Alabama
$567K -$23.1K -127 -4%
AWM
557
Apollon Wealth Management
South Carolina
$566K -$26.7K -147 -5%
JSC
558
Jackson Square Capital
California
$564K – – –
SC
559
Savant Capital
Illinois
$559K +$27.6K +152 +5%
HWM
560
HB Wealth Management
Georgia
$554K +$46.3K +255 +9%
AIP
561
Ameritas Investment Partners
Nebraska
$554K – – –
WI
562
Wahed Invest
New York
$553K +$12.7K +70 +2%
EI
563
Ethic Inc
New York
$552K +$55K +303 +11%
ECM
564
Evergreen Capital Management
Washington
$552K +$5.08K +28 +0.9%
ACM
565
Argyle Capital Management
Pennsylvania
$552K – – –
BCM
566
Bienville Capital Management
New York
$552K – – –
ARG
567
Advisory Resource Group
Oklahoma
$551K -$45.2K -249 -8%
HI
568
Horizon Investments
North Carolina
$550K -$152K -839 -22%
TFA
569
Toth Financial Advisory
Virginia
$545K +$2K +11 +0.4%
FI
570
Financial Insights
Washington
$544K +$537K +2,957 New
TNBTD
571
Trustmark National Bank Trust Department
Mississippi
$541K -$181K -997 -25%
FH
572
FWG Holdings
Florida
$538K +$32.5K +179 +7%
PWM
573
Perigon Wealth Management
California
$536K -$29.8K -164 -5%
WJWM
574
Williams Jones Wealth Management
New York
$535K -$363 -2 -0.1%
EL
575
Essex LLC
Illinois
$530K – – –
21 22
23
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