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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
ST
601
Spinnaker Trust
Maine
$403K – – –
CGL
602
Clarius Group LLC
Washington
$399K -$7.76K -47 -2%
VVP
603
Venture Visionary Partners
Ohio
$397K -$2.64K -16 -0.7%
FWTB
604
First Western Trust Bank
Colorado
$393K – – –
LOAMS
605
Lombard Odier Asset Management (Switzerland)
Switzerland
$393K +$386K +2,338 New
DC
606
Diametric Capital
Massachusetts
$392K -$1.02M -6,174 -73%
JCM
607
Jacobi Capital Management
Pennsylvania
$390K +$165 +1 +0%
FIM
608
Fernwood Investment Management
Massachusetts
$389K – – –
WOC
609
West Oak Capital
California
$388K – – –
HNWAG
610
High Net Worth Advisory Group
Florida
$387K -$124K -750 -25%
BF
611
BOK Financial
Oklahoma
$383K +$4.62K +28 +1%
WF
612
Welch & Forbes
Massachusetts
$383K – – –
WFAG
613
Wescott Financial Advisory Group
Pennsylvania
$383K +$74.3K +450 +25%
WAG
614
Winthrop Advisory Group
Massachusetts
$382K – – –
MNBTD
615
Moody National Bank Trust Division
Texas
$375K -$29.7K -180 -7%
CA
616
Cornerstone Advisory
Maryland
$371K – – –
CSPAM
617
Cary Street Partners Asset Management
Virginia
$371K +$15.2K +92 +4%
HL
618
HeadInvest LLC
Maine
$370K – – –
ESCM
619
Echo Street Capital Management
New York
$369K -$76.1K -461 -17%
SYBT
620
Stock Yards Bank & Trust
Kentucky
$368K – – –
SWA
621
SFMG Wealth Advisors
Texas
$367K – – –
GHAM
622
Gilman Hill Asset Management
Connecticut
$366K +$9.57K +58 +3%
SS
623
Simplicity Solutions
Minnesota
$365K +$54.8K +332 +18%
DBRC
624
D.B. Root & Company
Pennsylvania
$365K – – –
IA
625
IFG Advisory
Georgia
$361K +$165 +1 +0%
23 24
25
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