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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
GHAM
701
Gilman Hill Asset Management
Connecticut
$531K – – –
O
702
Ossiam
France
$529K -$161K -738 -25%
FFM
703
Forum Financial Management
Illinois
$528K +$19K +87 +4%
AC
704
Apella Capital
Connecticut
$523K -$2.84K -13 -0.6%
HS
705
Horan Securities
United States
$521K -$7.88K -36 -2%
RFS
706
Richardson Financial Services
Massachusetts
$519K +$466K +2,128 New
MWS
707
Maxwell Wealth Strategies
California
$518K +$465K +2,124 New
NG
708
Northstar Group
New York
$514K -$56.7K -259 -11%
WOC
709
West Oak Capital
California
$512K – – –
WC
710
Waterloo Capital
Texas
$512K +$459K +2,098 New
AIC
711
Argus Investors Counsel
New York
$509K +$456K +2,086 New
PCM
712
Penserra Capital Management
California
$504K -$88.2K -403 -16%
CWM
713
Connecticut Wealth Management
Connecticut
$504K +$102K +465 +29%
SWM
714
Silverlake Wealth Management
Vermont
$500K – – –
CFFP
715
Center for Financial Planning
Michigan
$499K – – –
APWM
716
Argonautica Private Wealth Management
Massachusetts
$497K -$438 -2 -0.1%
TNA
717
True North Advisors
Texas
$493K +$1.75K +8 +0.4%
HL
718
HeadInvest LLC
Maine
$492K -$5.47K -25 -1%
GAM
719
Groupama Asset Management
France
$489K +$621K +2,838 New
MCM
720
Magnolia Capital Management
New York
$488K – – –
EA
721
Everpar Advisors
Oklahoma
$485K +$435K +1,987 New
JC
722
JB Capital
Connecticut
$480K +$438 +2 +0.1%
SCI
723
S&CO Inc
Massachusetts
$478K – – –
PA
724
Parallel Advisors
California
$478K -$21.4K -98 -5%
SWM
725
SeaCrest Wealth Management
New York
$477K -$24.5K -112 -5%
27 28
29
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