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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
BOM
801
Bank of Marin
California
$229K – – –
BC
802
Barnett & Company
Tennessee
$226K -$14.2K -80 -6%
MPI
803
Mairs & Power Inc
Minnesota
$225K – – –
CS
804
Comerica Securities
Michigan
$224K -$1.06K -6 -0.5%
ZIM
805
Zacks Investment Management
Illinois
$220K -$3.47M -19,555 -94%
HI
806
Hendershot Investments
Virginia
$219K – – –
I
807
IMPACTfolio
Colorado
$219K +$1.42K +8 +0.7%
SFG
808
Sovereign Financial Group
Connecticut
$217K – – –
GIA
809
Gateway Investment Advisers
Ohio
$216K -$12.2K -69 -6%
TPCW
810
TD Private Client Wealth
New York
$213K -$3.73K -21 -2%
BSB
811
Bangor Savings Bank
Maine
$211K – – –
HPIA
812
Hamilton Point Investment Advisors
North Carolina
$211K – – –
CB
813
Community Bank
New York
$210K -$9.76K -55 -5%
BTWM
814
Baker Tilly Wealth Management
Wisconsin
$210K -$20.9K -118 -10%
SIC
815
Sterling Investment Counsel
New York
$208K – – –
TPWA
816
TRUE Private Wealth Advisors
Oregon
$207K +$193K +1,085 New
WPA
817
West Paces Advisors
Georgia
$207K – – –
SIG
818
Sky Investment Group
Connecticut
$207K +$192K +1,080 New
FNBOO
819
First National Bank of Omaha
Nebraska
$206K +$191K +1,075 New
RCAG
820
Rehmann Capital Advisory Group
Michigan
$205K +$190K +1,073 New
GWM
821
GSB Wealth Management
Connecticut
$205K +$190K +1,073 New
NWMG
822
National Wealth Management Group
Ohio
$205K +$177K +996 New
FPFS
823
First Personal Financial Services
North Carolina
$205K – – –
FFA
824
Farther Finance Advisors
California
$201K +$1.42K +8 +0.8%
LWM
825
Liberty Wealth Management
California
$201K +$187K +1,052 New
31 32
33
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