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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
SHFA
651
SC&H Financial Advisors
Maryland
$285K -$50.7K -310 -14%
SCI
652
S&CO Inc
Massachusetts
$284K – – –
HS
653
Horan Securities
United States
$284K +$46.3K +283 +18%
CWM
654
Chesapeake Wealth Management
Virginia
$283K -$155K -946 -34%
CPA
655
Cowen Prime Advisors
New York
$283K – – –
DT
656
Diversified Trust
Tennessee
$281K +$301K +1,838 New
I
657
IMPACTfolio
Colorado
$280K +$23.6K +144 +9%
CSPAM
658
Cary Street Partners Asset Management
Virginia
$280K +$78.5K +480 +35%
LFM
659
LGT Fund Management
Liechtenstein
$279K – – –
WANY
660
Wealthspire Advisors (New York)
New York
$278K -$188K -1,151 -39%
LI
661
Lafayette Investments
Maryland
$278K – – –
WFAG
662
Wescott Financial Advisory Group
Pennsylvania
$278K – – –
SWA
663
SFMG Wealth Advisors
Texas
$277K -$45.8K -280 -13%
CPA
664
Court Place Advisors
Maryland
$277K – – –
ASN
665
Advisory Services Network
Georgia
$276K -$801K -4,897 -73%
CA
666
CoreCap Advisors
Michigan
$276K -$350K -2,139 -54%
ECM
667
Evergreen Capital Management
Washington
$275K +$17.3K +106 +6%
HC
668
Henshaw Capital
Massachusetts
$275K +$818 +5 +0.3%
HSA
669
HBK Sorce Advisory
Pennsylvania
$273K -$220K -1,343 -43%
BL
670
Balentine LLC
Georgia
$272K +$291K +1,779 New
JWCA
671
J.W. Cole Advisors
Florida
$271K -$18.8K -115 -6%
CFFP
672
Center for Financial Planning
Michigan
$269K – – –
CCA
673
Cobblestone Capital Advisors
New York
$269K – – –
ST
674
Smithfield Trust
Pennsylvania
$268K +$5.24K +32 +2%
AIM
675
Acropolis Investment Management
Missouri
$266K -$279K -1,703 -49%
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