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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
IF
726
Intrua Financial
Texas
$258K +$5K +26 +2%
BDF
727
Balasa Dinverno & Foltz
$257K -$22.5K -117 -7%
EI
728
Ethic Inc
New York
$256K +$285K +1,482 New
GIA
729
Gateway Investment Advisers
Ohio
$254K -$4.23K -22 -1%
MIM
730
MTM Investment Management
South Carolina
$253K -$3.27K -17 -1%
VCM
731
Vigilant Capital Management
Maine
$251K +$5.96K +31 +2%
SC
732
Steph & Co
Wisconsin
$251K +$19.2K +100 +7%
NFG
733
Next Financial Group
Texas
$250K -$190K -987 -41%
RCAG
734
Rehmann Capital Advisory Group
Michigan
$250K +$10.8K +56 +4%
CGL
735
Clarius Group LLC
Washington
$249K +$11.7K +61 +4%
IA
736
IAM Advisory
Pennsylvania
$249K +$282K +1,465 New
PMG
737
ProVise Management Group
Florida
$247K -$41K -213 -13%
TCM
738
Tradewinds Capital Management
Washington
$247K – – –
AFM
739
Andesa Financial Management
Pennsylvania
$246K -$197K -1,024 -42%
OWM
740
Orgel Wealth Management
Wisconsin
$245K +$273K +1,419 New
HAS
741
HBW Advisory Services
California
$242K – – –
III
742
Independent Investors Inc
New York
$242K – – –
PHAM
743
Palisades Hudson Asset Management
Florida
$242K – – –
PTB
744
Pioneer Trust Bank
Oregon
$241K – – –
CFO
745
Collective Family Office
Pennsylvania
$236K – – –
9WM
746
9258 Wealth Management
Ohio
$236K +$32.5K +169 +14%
AF
747
Advisornet Financial
Minnesota
$236K +$152K +791 +138%
B
748
Barings
North Carolina
$236K +$263K +1,368 New
VCA
749
Verdence Capital Advisors
Maryland
$236K +$263K +1,370 New
PIM
750
Penobscot Investment Management
Massachusetts
$234K – – –
28 29
30
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