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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
GHAM
676
Gilman Hill Asset Management
Connecticut
$224K +$211K +1,768 New
WP
677
WealthSource Partners
California
$223K +$211K +1,761 New
PTC
678
Private Trust Company
Ohio
$222K -$20K -167 -9%
FDCDDQ
679
Federation des caisses Desjardins du Quebec
Quebec, Canada
$220K -$1.87M -15,673 -90%
BRWA
680
B. Riley Wealth Advisors
Florida
$218K -$127K -1,059 -38%
SFG
681
SevenBridge Financial Group
Pennsylvania
$218K +$28K +234 +16%
MCM
682
Manchester Capital Management
Vermont
$217K – – –
BDF
683
Balasa Dinverno & Foltz
$217K +$205K +1,711 New
MA
684
Mutual Advisors
Nebraska
$217K +$205K +1,711 New
KPW
685
Kore Private Wealth
New York
$216K +$27.8K +232 +16%
PPCM
686
Pillar Pacific Capital Management
California
$215K +$203K +1,700 New
WI
687
Wintrust Investments
Illinois
$215K +$203K +1,700 New
KB
688
Kimelman & Baird
New York
$213K +$201K +1,680 New
BBA
689
Braun-Bostich & Associates
Pennsylvania
$212K -$11.8K -99 -6%
SSWM
690
Smith Salley Wealth Management
North Carolina
$212K +$200K +1,671 New
EMG
691
ETF Managers Group
New Jersey
$212K +$204K +1,703 New
HFM
692
Hartford Financial Management
Connecticut
$211K – – –
WB
693
Webster Bank
Connecticut
$209K – – –
BCM
694
BTR Capital Management
California
$206K +$194K +1,624 New
GC
695
Gilbert & Cook
Iowa
$206K +$195K +1,630 New
NIT
696
NumerixS Investment Technologies
British Columbia, Canada
$203K +$23.9K +200 +14%
BAM
697
Belpointe Asset Management
Nevada
$203K +$62.9K +526 +49%
JGIA
698
Jackson Grant Investment Advisers
Connecticut
$197K – – –
AF
699
Allworth Financial
California
$195K – – –
ARMT
700
Amica Retiree Medical Trust
Rhode Island
$181K – – –
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29 30