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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
626
Cresset Asset Management
Illinois
$319K -$10.3K -69 -3%
BWP
627
Baldwin Wealth Partners
Massachusetts
$319K -$5.38K -36 -2%
CA
628
Cornerstone Advisory
Maryland
$319K – – –
HL
629
HeadInvest LLC
Maine
$318K – – –
SYBT
630
Stock Yards Bank & Trust
Kentucky
$317K -$5.68K -38 -2%
SWA
631
SFMG Wealth Advisors
Texas
$316K +$9.71K +65 +3%
DBRC
632
D.B. Root & Company
Pennsylvania
$314K – – –
HT
633
Heritage Trust
Oklahoma
$314K +$1.49K +10 +0.5%
BIA
634
Bigelow Investment Advisors
Maine
$312K +$1.49K +10 +0.5%
WPW
635
Waldron Private Wealth
Pennsylvania
$312K +$8.96K +60 +3%
IA
636
IFG Advisory
Georgia
$311K -$5.23K -35 -2%
PFS
637
Prospera Financial Services
Texas
$309K +$153K +1,025 +93%
SSG
638
Summit Securities Group
New York
$309K +$246K +1,643 +336%
EWM
639
Executive Wealth Management
Michigan
$308K -$354K -2,370 -88%
GHAM
640
Gilman Hill Asset Management
Connecticut
$307K – – –
CSPAM
641
Cary Street Partners Asset Management
Virginia
$306K +$52.7K +353 +20%
AP
642
Appleton Partners
Massachusetts
$305K – – –
FG
643
Fiduciary Group
Georgia
$305K – – –
FFM
644
Forum Financial Management
Illinois
$304K – – –
CG
645
Colony Group
Massachusetts
$303K -$53.2K -356 -15%
AC
646
Apella Capital
Connecticut
$303K +$2.09K +14 +0.7%
FCBT
647
First Citizens Bank & Trust
North Carolina
$302K -$3.06M -20,506 -91%
HWM
648
HB Wealth Management
Georgia
$302K +$69.6K +466 +29%
BOH
649
Bank of Hawaii
Hawaii
$301K +$310K +2,076 New
MFA
650
Mayflower Financial Advisors
Massachusetts
$300K -$6.13K -41 -2%
24 25
26
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