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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
BIP
676
Blueprint Investment Partners
North Carolina
$368K +$155K +822 +82%
CPA
677
Court Place Advisors
Maryland
$367K – – –
PP
678
Paloma Partners
Connecticut
$364K -$1.76M -9,341 -84%
LFM
679
LGT Fund Management
Liechtenstein
$364K +$339K +1,800 New
HC
680
Henshaw Capital
Massachusetts
$362K +$1.69K +9 +0.5%
ZB
681
Zions Bancorporation
Utah
$362K +$6.02K +32 +2%
HWM
682
HB Wealth Management
Georgia
$360K +$336K +1,783 New
GWM
683
Gitterman Wealth Management
New Jersey
$359K +$335K +1,780 New
CCA
684
Cobblestone Capital Advisors
New York
$355K – – –
CFFP
685
Center for Financial Planning
Michigan
$355K +$941 +5 +0.3%
CPIG
686
Chicago Partners Investment Group
Illinois
$353K +$376 +2 +0.1%
YIH
687
Y-Intercept (HK)
Hong Kong
$351K -$2.3M -12,208 -88%
HI
688
Horizon Investments
North Carolina
$351K -$9.6K -51 -3%
LC
689
Lindbrook Capital
California
$350K +$231K +1,226 +241%
RB
690
Renasant Bank
Mississippi
$349K -$2.26K -12 -0.7%
AA
691
Alesco Advisors
New York
$349K – – –
WS
692
Wedbush Securities
California
$346K -$49.9K -265 -13%
OPS
693
Orion Portfolio Solutions
Nebraska
$346K -$36.9K -196 -10%
ST
694
Smithfield Trust
Pennsylvania
$344K -$188 -1 -0.1%
KFS
695
Kurt F. Somerville
$343K – – –
ECM
696
Evergreen Capital Management
Washington
$343K +$1.32K +7 +0.4%
EIM
697
Essex Investment Management
Massachusetts
$343K +$27.3K +145 +9%
HFM
698
Hartford Financial Management
Connecticut
$341K – – –
I
699
IMPACTfolio
Colorado
$341K +$317K +1,687 New
RCAG
700
Rehmann Capital Advisory Group
Michigan
$339K +$43.7K +232 +16%
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