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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
OPOWM
726
One Plus One Wealth Management
Florida
$245K -$11.4K -69 -5%
C
727
Certuity
Florida
$245K -$43.6K -264 -15%
RMDI
728
R.M. Davis Inc
Maine
$244K +$240K +1,451 New
DWT
729
Dorsey & Whitney Trust
South Dakota
$243K +$4.62K +28 +2%
CIA
730
Choate Investment Advisors
Massachusetts
$243K +$239K +1,445 New
PHAM
731
Palisades Hudson Asset Management
Florida
$240K – – –
TFP
732
Tilia Fiduciary Partners
North Carolina
$240K +$4.29K +26 +2%
CCA
733
Cobblestone Capital Advisors
New York
$240K – – –
VST
734
Van Strum & Towne
California
$239K – – –
OW
735
Olistico Wealth
Oklahoma
$238K +$234K +1,418 New
PCS
736
Personal CFO Solutions
New Jersey
$236K +$232K +1,406 New
KWM
737
Kingsview Wealth Management
Oregon
$236K -$17.8K -108 -7%
MIM
738
MTM Investment Management
South Carolina
$235K – – –
CTFG
739
Capstone Triton Financial Group
Oklahoma
$235K +$231K +1,400 New
HAS
740
HBW Advisory Services
California
$235K – – –
BAM
741
Blueshift Asset Management
New Jersey
$230K -$326K -1,974 -59%
QCM
742
Quantinno Capital Management
New York
$229K +$225K +1,364 New
PIM
743
Penobscot Investment Management
Massachusetts
$228K +$224K +1,358 New
PSP
744
Pacific Sage Partners
Washington
$227K +$223K +1,353 New
NP
745
NorthRock Partners
Minnesota
$226K +$222K +1,342 New
TWI
746
Thomas White International
Illinois
$225K -$92.8K -562 -30%
BMCM
747
Bryn Mawr Capital Management
Pennsylvania
$225K +$221K +1,338 New
NECFA
748
New England Capital Financial Advisors
Connecticut
$225K +$218K +1,323 New
CFO
749
Collective Family Office
Pennsylvania
$224K +$220K +1,334 New
BST
750
Bath Savings Trust
Maine
$223K +$219K +1,325 New
28 29
30
31 32