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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
WT
726
Washington Trust
Rhode Island
$232K – – –
FPS
727
Fieldpoint Private Securities
Connecticut
$230K -$94.4K -610 -31%
IIC
728
Integrated Investment Consultants
Michigan
$229K – – –
CGL
729
Clarius Group LLC
Washington
$229K +$214K +1,383 New
KWM
730
Kingsview Wealth Management
Oregon
$226K +$211K +1,366 New
CFO
731
Collective Family Office
Pennsylvania
$226K +$212K +1,367 New
PIM
732
Penobscot Investment Management
Massachusetts
$225K +$210K +1,358 New
CWM
733
Chesapeake Wealth Management
Virginia
$224K +$210K +1,354 New
RMDI
734
R.M. Davis Inc
Maine
$224K +$210K +1,355 New
VFA
735
Voya Financial Advisors
Connecticut
$223K +$207K +1,334 New
TPWA
736
TRUE Private Wealth Advisors
Oregon
$221K +$24.5K +158 +13%
NFG
737
Next Financial Group
Texas
$221K +$94.6K +611 +85%
SFG
738
SevenBridge Financial Group
Pennsylvania
$220K -$10.8K -70 -5%
WHG
739
Westwood Holdings Group
Texas
$220K -$8.05K -52 -4%
BST
740
Bath Savings Trust
Maine
$219K +$205K +1,325 New
LFAS
741
Level Four Advisory Services
Texas
$216K -$22.1K -143 -10%
MPI
742
Mairs & Power Inc
Minnesota
$215K -$12.7K -82 -6%
FNBOO
743
First National Bank of Omaha
Nebraska
$211K +$197K +1,275 New
BAM
744
Belpointe Asset Management
Nevada
$209K +$8.51K +55 +5%
RCAG
745
Rehmann Capital Advisory Group
Michigan
$208K +$194K +1,256 New
MIC
746
Means Investment Company
Maine
$208K -$12.7K -82 -6%
FCCM
747
First City Capital Management
Georgia
$208K +$180K +1,164 New
C
748
Certuity
Florida
$208K +$195K +1,257 New
BB
749
Berkshire Bank
Massachusetts
$207K +$194K +1,250 New
SIG
750
Sky Investment Group
Connecticut
$207K +$194K +1,250 New
28 29
30
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