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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
701
Belpointe Asset Management
Nevada
$239K +$22.8K +180 +11%
SSG
702
Summit Securities Group
New York
$239K +$228K +1,800 New
TCB
703
Texas Capital Bancshares
Texas
$239K +$228K +1,800 New
CCM
704
Cadence Capital Management
Massachusetts
$238K – – –
OWA
705
Outlook Wealth Advisors
Texas
$237K +$227K +1,795 New
AA
706
Alesco Advisors
New York
$236K – – –
CCA
707
Cobblestone Capital Advisors
New York
$235K – – –
BCM
708
Bayesian Capital Management
New York
$233K +$222K +1,750 New
TTWM
709
TCV Trust & Wealth Management
Virginia
$230K -$89.5K -706 -29%
SFG
710
SevenBridge Financial Group
Pennsylvania
$230K +$1.9K +15 +0.9%
CCA
711
Checchi Capital Advisers
California
$229K -$25.7K -203 -11%
MCM
712
Manchester Capital Management
Vermont
$228K – – –
WI
713
Wintrust Investments
Illinois
$227K – – –
WEC
714
Winslow Evans & Crocker
Massachusetts
$224K -$126K -994 -37%
IA
715
IFP Advisors
Florida
$224K -$15.2K -120 -7%
PIM
716
Progressive Investment Management
Oregon
$224K +$213K +1,684 New
JWCA
717
J.W. Cole Advisors
Florida
$224K +$214K +1,685 New
QCMC
718
Quantum Capital Management (California)
California
$222K -$29.7K -234 -12%
HFM
719
Hartford Financial Management
Connecticut
$221K – – –
BDF
720
Balasa Dinverno & Foltz
$220K -$7.48K -59 -3%
IIA
721
IPG Investment Advisors
California
$219K -$48.8K -385 -19%
LNC
722
Lincoln National Corp
Pennsylvania
$218K +$208K +1,643 New
RRAM
723
River Road Asset Management
Kentucky
$217K -$3.04K -24 -1%
BCM
724
BTR Capital Management
California
$216K – – –
HF
725
HRT Financial
New York
$214K +$205K +1,616 New
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