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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
626
Cobblestone Capital Advisors
New York
$213K +$198K +1,759 New
CG
627
Caprock Group
Idaho
$212K +$196K +1,750 New
CFFP
628
Center for Financial Planning
Michigan
$211K +$449 +4 +0.2%
BS
629
Boenning & Scattergood
Pennsylvania
$211K +$196K +1,744 New
CDH
630
Charles D. Hyman
$210K +$195K +1,736 New
AA
631
Alesco Advisors
New York
$209K +$194K +1,725 New
WT
632
Washington Trust
Rhode Island
$206K +$88.7K +790 +87%
HI
633
Horizon Investments
North Carolina
$205K -$1.53M -13,652 -89%
CCM
634
Coldstream Capital Management
Washington
$205K +$190K +1,691 New
EIM
635
Essex Investment Management
Massachusetts
$204K – – –
HFM
636
Hartford Financial Management
Connecticut
$202K – – –
PCG
637
Private Capital Group
Connecticut
$201K -$7.07K -63 -4%
BIA
638
Bigelow Investment Advisors
Maine
$201K +$186K +1,656 New
FCH
639
Freestone Capital Holdings
Washington
$201K +$186K +1,656 New
MAM
640
Meeder Asset Management
Ohio
$193K +$24.4K +217 +16%
JGIA
641
Jackson Grant Investment Advisers
Connecticut
$188K – – –
HDIM
642
Hanson & Doremus Investment Management
Vermont
$187K – – –
FCM
643
Firestone Capital Management
Florida
$182K – – –
WTC
644
WhitTier Trust Company
Nevada
$182K – – –
TCM
645
Tradewinds Capital Management
Washington
$173K – – –
VCM
646
Vigilant Capital Management
Maine
$170K +$157K +1,400 New
SBSB
647
Sullivan, Bruyette, Speros & Blaney
Virginia
$163K -$9.54K -85 -6%
IA
648
IFP Advisors
Florida
$161K -$11.7K -104 -7%
SIAS
649
Shine Investment Advisory Services
Colorado
$157K – – –
TPWA
650
TRUE Private Wealth Advisors
Oregon
$155K +$674 +6 +0.5%
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