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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
PHAM
751
Palisades Hudson Asset Management
Florida
$273K – – –
CCA
752
Cobblestone Capital Advisors
New York
$273K – – –
VST
753
Van Strum & Towne
California
$272K – – –
SCM
754
Shelton Capital Management
Colorado
$270K – – –
AMG
755
Advisors Management Group
Wisconsin
$269K -$250K -1,406 -50%
CTFG
756
Capstone Triton Financial Group
Oklahoma
$268K – – –
MIM
757
MTM Investment Management
South Carolina
$268K – – –
GL
758
Graypoint LLC
New York
$268K +$44.4K +250 +22%
FPAS
759
Focus Partners Advisor Solutions
Missouri
$267K -$3.37K -19 -1%
CI
760
CX Institutional
Indiana
$265K -$7.99K -45 -3%
OPOWM
761
One Plus One Wealth Management
Florida
$263K – – –
HPA
762
High Probability Advisors
New York
$260K +$241K +1,360 New
PIM
763
Penobscot Investment Management
Massachusetts
$260K – – –
RMDI
764
R.M. Davis Inc
Maine
$259K – – –
PSP
765
Pacific Sage Partners
Washington
$259K – – –
PCS
766
Personal CFO Solutions
New Jersey
$258K -$710 -4 -0.3%
TWI
767
Thomas White International
Illinois
$256K – – –
CFO
768
Collective Family Office
Pennsylvania
$255K – – –
BST
769
Bath Savings Trust
Maine
$253K – – –
NECFA
770
New England Capital Financial Advisors
Connecticut
$253K – – –
BMCM
771
Bryn Mawr Capital Management
Pennsylvania
$253K +$38.3K +216 +20%
CG
772
Caprock Group
Idaho
$253K +$7.46K +42 +3%
BIA
773
Bigelow Investment Advisors
Maine
$250K +$6.39K +36 +3%
CFO
774
Callan Family Office
Pennsylvania
$249K -$2.66K -15 -1%
FAFN
775
First Affirmative Financial Network
Colorado
$249K +$231K +1,302 New
29 30
31
32 33