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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
TNA
801
True North Advisors
Texas
$956K +$104K +243 +12%
WANY
802
Wealthspire Advisors (New York)
New York
$947K -$269K -629 -22%
EL
803
Essex LLC
Illinois
$945K -$18.8K -44 -2%
GRP
804
Global Retirement Partners
California
$943K -$53.4K -125 -5%
PCP
805
Perbak Capital Partners
United Kingdom
$941K +$697K +1,632 +272%
SPC
806
Spirepoint Private Client
Florida
$940K +$50.4K +118 +6%
FW
807
FullCircle Wealth
Texas
$938K -$9.4K -22 -1%
MT
808
Midwest Trust
Kansas
$938K +$107K +251 +13%
NLGIA
809
Nippon Life Global Investors Americas
New York
$937K -$158K -370 -14%
AWA
810
Aaron Wealth Advisors
Illinois
$934K +$363K +849 +62%
ST
811
Spinnaker Trust
Maine
$933K -$64.1K -150 -6%
PTP
812
Platform Technology Partners
New York
$933K – – –
EM
813
Excalibur Management
Massachusetts
$931K -$20.1K -47 -2%
MWM
814
Meridian Wealth Management
Kentucky
$928K +$699K +1,636 +291%
NP
815
NorthRock Partners
Minnesota
$927K +$61.5K +144 +7%
HI
816
Hendershot Investments
Virginia
$926K -$32.5K -76 -3%
KB
817
Kimelman & Baird
New York
$924K – – –
CI
818
Cigna Investments
Connecticut
$923K – – –
KP
819
Keel Point
Alabama
$918K +$17.5K +41 +2%
WJWM
820
Williams Jones Wealth Management
New York
$911K -$42.7K -100 -4%
EP
821
Essential Partners
California
$903K -$61.1K -143 -6%
GAAM
822
Guinness Atkinson Asset Management
California
$895K +$923K +2,159 New
SI
823
Stephens Inc
Arkansas
$888K +$21.8K +51 +2%
CA
824
Cullinan Associates
Kentucky
$886K – – –
BSSFA
825
Baron Silver Stevens Financial Advisors
Florida
$884K -$153K -358 -15%
31 32
33
34 35