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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
626
Waldron Private Wealth
Pennsylvania
$322K +$18.5K +113 +6%
BOM
627
Bank of Marin
California
$321K – – –
CGL
628
Clarius Group LLC
Washington
$321K – – –
BIA
629
Bigelow Investment Advisors
Maine
$321K +$19.1K +117 +6%
AC
630
Apella Capital
Connecticut
$318K – – –
HI
631
Horizon Investments
North Carolina
$317K +$55.8K +341 +20%
TNA
632
True North Advisors
Texas
$316K +$981 +6 +0.3%
WF
633
Welch & Forbes
Massachusetts
$315K -$22.9K -140 -6%
CS
634
Comerica Securities
Michigan
$315K +$36.8K +225 +12%
HH
635
Hilltop Holdings
Texas
$312K -$277K -1,694 -45%
CWS
636
Confluence Wealth Services
Pennsylvania
$310K +$333K +2,035 New
CCA
637
Checchi Capital Advisers
California
$309K +$5.4K +33 +2%
BSSFA
638
Baron Silver Stevens Financial Advisors
Florida
$307K – – –
SFCL
639
Strengthening Families & Communities LLC
Massachusetts
$307K +$22.9K +140 +7%
APWA
640
Atlas Private Wealth Advisors
New Jersey
$306K – – –
QCG
641
Quadrant Capital Group
Ohio
$305K -$27.6K -169 -8%
MCM
642
Magnolia Capital Management
New York
$305K – – –
CBTWT
643
Community Bank & Trust (Waco, Texas)
Texas
$303K – – –
FMAEN1
644
Fund Management at Engine No 1
California
$302K +$323K +1,976 New
XT
645
XTX Topco
Cayman Islands
$301K +$322K +1,969 New
JC
646
JB Capital
Connecticut
$299K +$491 +3 +0.2%
SIM
647
Sentry Investment Management
Wisconsin
$296K -$53.3K -326 -14%
JCM
648
Jacobi Capital Management
Pennsylvania
$296K +$58.4K +357 +23%
EIM
649
Essex Investment Management
Massachusetts
$291K +$34.4K +210 +12%
AFG
650
Allegheny Financial Group
Pennsylvania
$290K – – –
24 25
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