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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
726
Shelton Capital Management
Colorado
$304K -$13.7K -73 -5%
FCM
727
Firestone Capital Management
Florida
$303K – – –
PIM
728
Progressive Investment Management
Oregon
$303K – – –
NAM
729
NorthCrest Asset Manangement
Minnesota
$303K +$282K +1,500 New
DWM
730
Dakota Wealth Management
Florida
$301K -$15.1K -80 -5%
BDF
731
Balasa Dinverno & Foltz
$300K – – –
IF
732
Intrua Financial
Texas
$297K +$3.76K +20 +1%
VCM
733
Vigilant Capital Management
Maine
$294K – – –
PCA
734
Personal Capital Advisors
California
$290K -$11.9K -63 -4%
PMG
735
ProVise Management Group
Florida
$290K +$376 +2 +0.1%
PHAM
736
Palisades Hudson Asset Management
Florida
$289K +$5.64K +30 +2%
KWM
737
Kingsview Wealth Management
Oregon
$285K -$1.29M -6,864 -83%
MIM
738
MTM Investment Management
South Carolina
$283K -$11.9K -63 -4%
HAS
739
HBW Advisory Services
California
$283K – – –
III
740
Independent Investors Inc
New York
$283K – – –
IA
741
IAM Advisory
Pennsylvania
$279K +$753 +4 +0.3%
SIC
742
Sterling Investment Counsel
New York
$279K +$260K +1,380 New
AF
743
Advisornet Financial
Minnesota
$278K +$1.88K +10 +0.7%
CFO
744
Collective Family Office
Pennsylvania
$277K +$941 +5 +0.4%
FM
745
Foster & Motley
Ohio
$274K -$25.8K -137 -9%
PIM
746
Penobscot Investment Management
Massachusetts
$274K – – –
CSPAM
747
Cary Street Partners Asset Management
Virginia
$274K +$1.5K +8 +0.6%
TCM
748
Tradewinds Capital Management
Washington
$273K -$14.5K -77 -5%
AAM
749
Aureus Asset Management
Massachusetts
$273K – – –
CT
750
Cambridge Trust
Massachusetts
$273K +$255K +1,353 New
28 29
30
31 32