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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
HT
626
Heritage Trust
Oklahoma
$360K -$4.46K -27 -1%
AAS
627
Ameritas Advisory Services
Nebraska
$359K +$103K +626 +41%
FB
628
Fulton Bank
Pennsylvania
$357K +$350K +2,121 New
AC
629
Apella Capital
Connecticut
$353K +$660 +4 +0.2%
BWP
630
Baldwin Wealth Partners
Massachusetts
$352K -$18.2K -110 -5%
BOH
631
Bank of Hawaii
Hawaii
$351K +$2.48K +15 +0.7%
HI
632
Harrington Investments
California
$350K -$29.7K -180 -8%
MFA
633
Mayflower Financial Advisors
Massachusetts
$349K +$660 +4 +0.2%
SWM
634
Silverlake Wealth Management
Vermont
$345K -$33K -200 -9%
SPWM
635
Spartan Planning & Wealth Management
North Carolina
$345K +$338K +2,050 New
CG
636
Colony Group
Massachusetts
$344K -$8.25K -50 -2%
BIA
637
Bigelow Investment Advisors
Maine
$343K -$18.5K -112 -5%
CI
638
Conning Inc
Connecticut
$342K -$1.32K -8 -0.4%
CFFP
639
Center for Financial Planning
Michigan
$342K +$46.6K +282 +16%
AP
640
Appleton Partners
Massachusetts
$342K -$12.4K -75 -4%
FPAS
641
Focus Partners Advisor Solutions
Missouri
$341K -$87.5K -530 -21%
PFS
642
Prospera Financial Services
Texas
$340K -$18.3K -111 -5%
FFM
643
Forum Financial Management
Illinois
$339K -$14K -85 -4%
QT
644
Quantamental Technologies
New York
$339K +$333K +2,017 New
SSG
645
Summit Securities Group
New York
$339K -$19K -115 -5%
BSSFA
646
Baron Silver Stevens Financial Advisors
Florida
$339K +$333K +2,015 New
TNA
647
True North Advisors
Texas
$338K +$165 +1 +0%
AFM
648
Andesa Financial Management
Pennsylvania
$338K -$191K -1,157 -37%
APWA
649
Atlas Private Wealth Advisors
New Jersey
$337K – – –
AC
650
AXQ Capital
New Jersey
$336K +$330K +2,000 New
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26
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