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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
626
NorthCrest Asset Manangement
Minnesota
$435K +$430K +2,367 New
WMA
627
Wealth Management Associates
New Jersey
$435K -$31.6K -174 -7%
VVP
628
Venture Visionary Partners
Ohio
$434K – – –
CPIG
629
Chicago Partners Investment Group
Illinois
$433K -$31.9K -176 -7%
FWTB
630
First Western Trust Bank
Colorado
$431K – – –
CAM
631
Cresset Asset Management
Illinois
$429K +$423K +2,331 New
CGL
632
Clarius Group LLC
Washington
$428K -$8.35K -46 -2%
MFG
633
MidWestOne Financial Group
Iowa
$427K +$421K +2,321 New
ACM
634
AlphaStar Capital Management
North Carolina
$425K +$212K +1,168 +93%
FCI
635
Financial Counselors Inc
Kansas
$416K -$108K -596 -21%
WAG
636
Winthrop Advisory Group
Massachusetts
$415K -$2.72K -15 -0.7%
CWS
637
Confluence Wealth Services
Pennsylvania
$414K -$27.2K -150 -6%
MNBTD
638
Moody National Bank Trust Division
Texas
$410K – – –
CA
639
Cornerstone Advisory
Maryland
$409K +$3.09K +17 +0.8%
FIM
640
Fernwood Investment Management
Massachusetts
$408K -$18.2K -100 -4%
BC
641
Bridgefront Capital
Texas
$402K +$397K +2,187 New
PAG
642
Paladin Advisory Group
Iowa
$402K +$396K +2,184 New
SWA
643
SFMG Wealth Advisors
Texas
$402K – – –
GHAM
644
Gilman Hill Asset Management
Connecticut
$401K – – –
DBRC
645
D.B. Root & Company
Pennsylvania
$399K – – –
DWP
646
Daymark Wealth Partners
Ohio
$397K +$37.4K +206 +11%
WPW
647
Waldron Private Wealth
Pennsylvania
$396K -$363 -2 -0.1%
IA
648
IFG Advisory
Georgia
$395K – – –
PI
649
Putnam Investments
Massachusetts
$395K +$390K +2,148 New
QCM
650
Quantinno Capital Management
New York
$394K +$141K +779 +57%
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