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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
PWLP
676
Prio Wealth Limited Partnership
Massachusetts
$281K +$8.36K +66 +3%
BOM
677
Bank of Marin
California
$280K +$267K +2,104 New
PAM
678
PVG Asset Management
Colorado
$277K +$264K +2,081 New
BRWA
679
B. Riley Wealth Advisors
Florida
$276K +$9.5K +75 +4%
BSB
680
Bangor Savings Bank
Maine
$276K +$37.4K +295 +17%
MMPW
681
Mitchell McLeod Pugh & Williams
Alabama
$275K – – –
FNT
682
First National Trust
Pennsylvania
$274K – – –
MA
683
MONECO Advisors
Connecticut
$268K – – –
PT
684
Plimoth Trust
Massachusetts
$266K – – –
SS
685
Simplicity Solutions
Minnesota
$266K +$253K +2,000 New
FQ
686
First Quadrant
California
$263K – – –
IIC
687
Integrated Investment Consultants
Michigan
$259K – – –
WSFS
688
Wilmington Savings Fund Society
Delaware
$257K +$5.58K +44 +2%
BPWA
689
Beacon Pointe Wealth Advisors
California
$257K +$10.8K +85 +5%
WPW
690
Waldron Private Wealth
Pennsylvania
$253K +$10.8K +85 +5%
AFM
691
Andesa Financial Management
Pennsylvania
$250K -$44.2K -349 -16%
CA
692
Cornerstone Advisory
Maryland
$250K – – –
1WA
693
180 Wealth Advisors
Washington
$249K -$4.05K -32 -2%
AWM
694
Avior Wealth Management
Nebraska
$248K -$45.7K -361 -16%
CPA
695
Cowen Prime Advisors
New York
$246K – – –
GLA
696
Great Lakes Advisors
Illinois
$244K +$232K +1,833 New
ZB
697
Zions Bancorporation
Utah
$243K -$4.05K -32 -2%
LI
698
Lafayette Investments
Maryland
$242K – – –
AF
699
Allworth Financial
California
$241K +$34.3K +271 +18%
YMRC
700
Yorktown Management & Research Company
Virginia
$239K – – –
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