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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
651
Prelude Capital Management
New York
$394K +$109K +600 +39%
LC
652
Lindbrook Capital
California
$394K +$48.1K +265 +14%
SWM
653
Spire Wealth Management
Virginia
$390K +$87.5K +482 +29%
JCM
654
Jacobi Capital Management
Pennsylvania
$388K -$37.8K -208 -9%
MFA
655
Mayflower Financial Advisors
Massachusetts
$387K +$4.9K +27 +1%
BOH
656
Bank of Hawaii
Hawaii
$387K +$2.36K +13 +0.6%
BWP
657
Baldwin Wealth Partners
Massachusetts
$385K – – –
WOC
658
West Oak Capital
California
$383K -$41.7K -230 -10%
HS
659
Horan Securities
United States
$382K +$15.1K +83 +4%
HL
660
HeadInvest LLC
Maine
$382K -$22.7K -125 -6%
CG
661
Colony Group
Massachusetts
$380K +$3.45K +19 +0.9%
SWM
662
Silverlake Wealth Management
Vermont
$377K – – –
CFFP
663
Center for Financial Planning
Michigan
$375K – – –
AP
664
Appleton Partners
Massachusetts
$374K – – –
SC
665
SRB Corp
Massachusetts
$371K -$96.7K -533 -21%
CI
666
Conning Inc
Connecticut
$371K -$3.45K -19 -0.9%
BSSFA
667
Baron Silver Stevens Financial Advisors
Florida
$371K – – –
CC
668
Callan Capital
California
$371K +$25.6K +141 +8%
TNA
669
True North Advisors
Texas
$370K – – –
APWA
670
Atlas Private Wealth Advisors
New Jersey
$368K – – –
MCM
671
Magnolia Capital Management
New York
$368K – – –
CCIA
672
Campbell & Co Investment Adviser
Maryland
$367K +$362K +1,993 New
FFM
673
Forum Financial Management
Illinois
$366K -$4.54K -25 -1%
JC
674
JB Capital
Connecticut
$361K +$363 +2 +0.1%
SCI
675
S&CO Inc
Massachusetts
$360K +$18.2K +100 +5%
25 26
27
28 29