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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
HDIM
701
Hanson & Doremus Investment Management
Vermont
$273K – – –
EFSCE
702
Enterprise Financial Services Corp (EFSC)
Missouri
$268K -$1.32K -8 -0.5%
WQ
703
Wealth Quarterback
New Jersey
$267K +$991 +6 +0.4%
TWC
704
TD Waterhouse Canada
Ontario, Canada
$265K -$165 -1 -0.1%
AC
705
Avestar Capital
New York
$265K +$260K +1,574 New
IA
706
IAM Advisory
Pennsylvania
$263K +$13.5K +82 +6%
VF
707
Virtu Financial
New York
$263K -$118K -715 -31%
JGIA
708
Jackson Grant Investment Advisers
Connecticut
$261K – – –
VAS
709
Vestmark Advisory Solutions
Massachusetts
$261K +$256K +1,550 New
AIM
710
Acropolis Investment Management
Missouri
$261K -$35K -212 -12%
SIM
711
Sentry Investment Management
Wisconsin
$260K +$16.3K +99 +7%
PCM
712
Prelude Capital Management
New York
$259K -$283K -1,716 -53%
CFP
713
Catalyst Financial Partners
Massachusetts
$257K +$252K +1,527 New
FPFS
714
First Personal Financial Services
North Carolina
$255K -$344K -2,086 -58%
PTP
715
Platform Technology Partners
New York
$253K +$1.32K +8 +0.5%
SCM
716
Shelton Capital Management
Colorado
$253K – – –
KA
717
Kercheville Advisors
Texas
$253K -$16.5K -100 -6%
FCM
718
Firestone Capital Management
Florida
$252K – – –
PIM
719
Progressive Investment Management
Oregon
$252K – – –
PTC
720
Private Trust Company
Ohio
$252K +$4.13K +25 +2%
GWM
721
Gray Wealth Management
Maine
$251K -$4.13K -25 -2%
WAP
722
Wealthcare Advisory Partners
Pennsylvania
$251K -$15.2K -92 -6%
BL
723
Balentine LLC
Georgia
$249K -$5.12K -31 -2%
BPCE
724
Bank Pictet & Cie (Europe)
Germany
$248K +$3.14K +19 +1%
SWM
725
Scissortail Wealth Management
Oklahoma
$247K +$223K +1,350 New
27 28
29
30 31