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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
LAI
551
Legal Advantage Investments
California
$1,000K – – –
MFG
552
Monte Financial Group
Connecticut
$998K -$105K -480 -10%
HWM
553
HB Wealth Management
Georgia
$996K +$90.8K +415 +11%
SC
554
Sapient Capital
Indiana
$994K +$891K +4,074 New
TW
555
TrinityPoint Wealth
Connecticut
$977K -$33.9K -155 -4%
RC
556
Roundview Capital
New Jersey
$977K – – –
APWA
557
Atlas Private Wealth Advisors
New Jersey
$977K – – –
PS
558
Principal Securities
Iowa
$976K +$876K +4,003 New
HIM
559
Hanlon Investment Management
New Jersey
$972K -$222K -1,013 -20%
CAG
560
Csenge Advisory Group
Florida
$967K +$73.5K +336 +9%
HIC
561
Holderness Investments Company
North Carolina
$962K – – –
DJSG
562
D.J. St. Germain
Massachusetts
$962K +$14.2K +65 +2%
BCB
563
Brian C. Broderick
$955K – – –
APC
564
Aspire Private Capital
North Carolina
$954K – – –
BWM
565
Buckley Wealth Management
Nevada
$953K -$7.88K -36 -0.9%
BF
566
BOK Financial
Oklahoma
$948K +$23.6K +108 +3%
PIM
567
Penobscot Investment Management
Massachusetts
$943K +$59.1K +270 +8%
HI
568
Horizon Investments
North Carolina
$941K +$175K +799 +26%
STA
569
Summit Trail Advisors
New York
$939K -$23.6K -108 -3%
BA
570
Bridgewater Associates
Connecticut
$937K +$841K +3,842 New
MC
571
Moors & Cabot
Massachusetts
$919K – – –
SFCL
572
Strengthening Families & Communities LLC
Massachusetts
$911K +$43.8K +200 +6%
PCA
573
Peddock Capital Advisors
Massachusetts
$904K -$8.97K -41 -1%
PCIA
574
Prime Capital Investment Advisors
Kansas
$904K +$145K +663 +22%
CL
575
Choreo LLC
Illinois
$896K +$227K +1,039 +39%
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