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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
LWCA
676
Locust Wood Capital Advisers
New York
$1.09M +$1.05M +3,300 New
EFS
677
Essex Financial Services
Connecticut
$1.07M +$334K +1,049 +47%
ECM
678
Evergreen Capital Management
Washington
$1.07M +$65.2K +205 +7%
MPPW
679
Mitchell & Pahl Private Wealth
Oklahoma
$1.06M -$10.5K -33 -1%
MCC
680
Money Concepts Capital
Florida
$1.05M +$63.6K +200 +7%
DT
681
Diversified Trust
Tennessee
$1.04M +$85.2K +268 +9%
CAM
682
Cypress Asset Management
Texas
$1.04M – – –
BC
683
Burney Company
Virginia
$1.04M – – –
BRWA
684
B. Riley Wealth Advisors
Florida
$1.04M -$112K -351 -10%
WI
685
Wintrust Investments
Illinois
$1.03M +$6.36K +20 +0.6%
BC
686
Bridgefront Capital
Texas
$1.02M +$989K +3,110 New
CAM
687
Creekmur Asset Management
Illinois
$993K – – –
AAM
688
Advisors Asset Management
Colorado
$991K +$389K +1,223 +68%
WANY
689
Wealthspire Advisors (New York)
New York
$987K +$12.4K +39 +1%
ACM
690
Argyle Capital Management
Pennsylvania
$987K – – –
OHWP
691
Oak Harbor Wealth Partners
North Carolina
$977K -$13.4K -42 -1%
PFS
692
Prospera Financial Services
Texas
$975K -$28K -88 -3%
WA
693
Wambolt & Associates
Colorado
$971K -$149K -470 -13%
ARG
694
Advisory Resource Group
Oklahoma
$969K -$45.5K -143 -5%
PCIA
695
Prime Capital Investment Advisors
Kansas
$968K -$172K -540 -15%
TCM
696
Teza Capital Management
Illinois
$966K +$934K +2,938 New
RL
697
Retireful LLC
Michigan
$962K +$930K +2,924 New
HT
698
Heritage Trust
Oklahoma
$959K -$51.2K -161 -5%
CA
699
Cullinan Associates
Kentucky
$954K -$95.4K -300 -9%
LGA
700
Lebenthal Global Advisors
New York
$952K +$58.8K +185 +7%
26 27
28
29 30