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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
701
Avestar Capital
New York
$328K +$8.34K +47 +3%
CSPAM
702
Cary Street Partners Asset Management
Virginia
$326K -$24.5K -138 -7%
BCM
703
Brookstone Capital Management
Illinois
$326K -$4.97K -28 -2%
DWT
704
Dorsey & Whitney Trust
South Dakota
$326K +$45.3K +255 +18%
KWM
705
Kingsview Wealth Management
Oregon
$324K +$21.3K +120 +8%
GDP
706
Great Diamond Partners
Maine
$324K -$8.34K -47 -3%
CFP
707
Catalyst Financial Partners
Massachusetts
$324K +$18.8K +106 +7%
SP
708
Saranac Partners
$322K – – –
FNT
709
First National Trust
Pennsylvania
$322K – – –
CIA
710
Choate Investment Advisors
Massachusetts
$322K +$50.6K +285 +20%
HI
711
Harrington Investments
California
$319K – – –
RB
712
Renasant Bank
Mississippi
$319K -$11.7K -66 -4%
EWM
713
Empirical Wealth Management
Washington
$318K -$45.3K -255 -13%
MWM
714
Mission Wealth Management
California
$318K +$1.6K +9 +0.5%
CDH
715
Charles D. Hyman
$316K – – –
BIP
716
Blueprint Investment Partners
North Carolina
$313K -$173K -977 -37%
HFM
717
Hartford Financial Management
Connecticut
$312K – – –
FG
718
Fiduciary Group
Georgia
$312K -$12.6K -71 -4%
SYBT
719
Stock Yards Bank & Trust
Kentucky
$311K -$3.73K -21 -1%
HDIM
720
Hanson & Doremus Investment Management
Vermont
$311K -$29.6K -167 -9%
CBTWT
721
Community Bank & Trust (Waco, Texas)
Texas
$309K +$287K +1,615 New
CPA
722
Court Place Advisors
Maryland
$307K -$31.9K -180 -10%
WQ
723
Wealth Quarterback
New Jersey
$306K +$1.24K +7 +0.4%
KFS
724
Kurt F. Somerville
$306K -$17.7K -100 -6%
EFSCE
725
Enterprise Financial Services Corp (EFSC)
Missouri
$305K +$177 +1 +0.1%
27 28
29
30 31