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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
HA
576
Harbor Advisors
Florida
$363K – – –
SM
577
SG3 Management
Puerto Rico
$363K +$345K +2,500 New
BA
578
Bellwether Advisors
Nebraska
$360K +$343K +2,483 New
GWM
579
Geneos Wealth Management
Colorado
$356K +$41.8K +303 +16%
AC
580
Arjuna Capital
North Carolina
$353K -$244K -1,768 -42%
AW
581
ACG Wealth
Georgia
$352K -$69.6K -504 -17%
IHL
582
Investment House LLC
California
$348K – – –
WANY
583
Wealthspire Advisors (New York)
New York
$343K +$326K +2,364 New
EB
584
Eastern Bank
Massachusetts
$342K -$143K -1,032 -30%
AP
585
Appleton Partners
Massachusetts
$342K +$24.2K +175 +8%
SSB
586
Sandy Spring Bank
Maryland
$342K +$186K +1,349 +134%
MFG
587
MidWestOne Financial Group
Iowa
$341K – – –
CSPAM
588
Cary Street Partners Asset Management
Virginia
$341K +$324K +2,349 New
DWT
589
Dorsey & Whitney Trust
South Dakota
$337K +$2.21K +16 +0.7%
WOC
590
West Oak Capital
California
$335K -$10.4K -75 -3%
FIM
591
Fernwood Investment Management
Massachusetts
$334K – – –
GLA
592
Great Lakes Advisors
Illinois
$332K +$316K +2,285 New
HT
593
Heritage Trust
Oklahoma
$328K -$12.7K -92 -4%
YIA
594
YHB Investment Advisors
Connecticut
$328K – – –
CI
595
CX Institutional
Indiana
$325K +$266K +1,928 +622%
DT
596
Diversified Trust
Tennessee
$324K -$39.6K -287 -11%
CPIG
597
Chicago Partners Investment Group
Illinois
$321K +$6.91K +50 +2%
CCP
598
Corient Capital Partners
California
$320K +$26K +188 +9%
PIM
599
Perpetual Investment Management
Australia
$320K +$306K +2,215 New
APA
600
American Portfolios Advisors
New York
$319K -$34K -246 -10%
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