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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
701
Merit Financial Group
Georgia
$298K – – –
CFG
702
Cooper Financial Group
California
$298K +$16.6K +93 +6%
BDF
703
Balasa Dinverno & Foltz
$295K +$286K +1,603 New
QI
704
Qtron Investments
Massachusetts
$294K – – –
WQ
705
Wealth Quarterback
New Jersey
$291K +$281K +1,578 New
JCM
706
Jacobi Capital Management
Pennsylvania
$289K +$3.56K +20 +1%
PTP
707
Platform Technology Partners
New York
$289K +$280K +1,570 New
FF
708
FourThought Financial
Florida
$287K -$87.1K -489 -24%
RMDI
709
R.M. Davis Inc
Maine
$287K +$36.2K +203 +15%
JGIA
710
Jackson Grant Investment Advisers
Connecticut
$286K – – –
WTC
711
WhitTier Trust Company
Nevada
$285K +$7.84K +44 +3%
WT
712
Washington Trust
Rhode Island
$285K +$26.7K +150 +11%
DWM
713
Dakota Wealth Management
Florida
$284K -$279K -1,568 -50%
EFSCE
714
Enterprise Financial Services Corp (EFSC)
Missouri
$282K +$3.74K +21 +1%
CAAS
715
Capital Asset Advisory Services
Michigan
$282K +$22.3K +125 +9%
FWM
716
FFT Wealth Management
Pennsylvania
$281K +$272K +1,524 New
WANY
717
Wealthspire Advisors (New York)
New York
$279K -$538K -3,022 -67%
FCM
718
Firestone Capital Management
Florida
$276K – – –
MCG
719
MACRO Consulting Group
New Jersey
$276K – – –
PIM
720
Progressive Investment Management
Oregon
$276K – – –
GIA
721
Gateway Investment Advisers
Ohio
$275K -$12.6K -71 -5%
IF
722
Intrua Financial
Texas
$275K +$12.3K +69 +5%
MIM
723
MTM Investment Management
South Carolina
$273K – – –
FDCDDQ
724
Federation des caisses Desjardins du Quebec
Quebec, Canada
$273K – – –
CFG
725
Citizens Financial Group
Rhode Island
$271K -$42.6K -239 -14%
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