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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
CBTWT
826
Community Bank & Trust (Waco, Texas)
Texas
$480K – – –
HFM
827
Harvest Fund Management
China
$479K +$120K +441 +38%
FPFS
828
First Personal Financial Services
North Carolina
$477K +$181K +665 +72%
ACP
829
Aveo Capital Partners
Colorado
$475K +$44.8K +165 +12%
RFA
830
Resurgent Financial Advisors
Georgia
$473K +$133K +490 +45%
IA
831
IAM Advisory
Pennsylvania
$471K +$1.36K +5 +0.3%
JGIA
832
Jackson Grant Investment Advisers
Connecticut
$470K – – –
WIA
833
Wetzel Investment Advisors
Indiana
$469K -$4.61K -17 -1%
TFG
834
Taylor Financial Group
Virginia
$466K – – –
FNT
835
First National Trust
Pennsylvania
$465K – – –
FG
836
Fiduciary Group
Georgia
$463K -$3.26K -12 -0.8%
JIC
837
Johnson Investment Counsel
Ohio
$462K +$1.63K +6 +0.4%
BWM
838
Birchcreek Wealth Management
Ohio
$457K +$142K +522 +52%
FFO
839
Fiduciary Family Office
Florida
$455K – – –
KA
840
Kercheville Advisors
Texas
$452K – – –
CC
841
Courier Capital
New York
$450K – – –
FCM
842
Firestone Capital Management
Florida
$450K – – –
PIM
843
Progressive Investment Management
Oregon
$450K – – –
ATC
844
Argent Trust Co
Tennessee
$450K -$8.41K -31 -2%
RB
845
Renasant Bank
Mississippi
$443K -$8.69K -32 -2%
AFG
846
Atomi Financial Group
New York
$442K +$15.5K +57 +4%
CCA
847
Cobblestone Capital Advisors
New York
$439K – – –
EWA
848
EP Wealth Advisors
California
$436K +$33.7K +124 +9%
GFS
849
GYL Financial Synergies
Connecticut
$434K +$814 +3 +0.2%
GDP
850
Great Diamond Partners
Maine
$433K -$17.4K -64 -4%
32 33
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