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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
826
EP Wealth Advisors
California
$854K +$102K +258 +13%
WTC
827
WhitTier Trust Company
Nevada
$849K +$58.8K +148 +7%
WFC
828
Western Financial Corp
California
$848K -$21.8K -55 -2%
TNA
829
True North Advisors
Texas
$845K +$109K +275 +14%
AF
830
Allworth Financial
California
$843K -$29K -73 -3%
HI
831
Hendershot Investments
Virginia
$838K – – –
FA
832
Fiduciary Alliance
South Carolina
$838K +$901K +2,270 New
TCB
833
Texas Capital Bancshares
Texas
$835K +$898K +2,261 New
HSA
834
HBK Sorce Advisory
Pennsylvania
$826K +$6.35K +16 +0.7%
CFP
835
Catalyst Financial Partners
Massachusetts
$823K +$9.53K +24 +1%
CA
836
Clearstead Advisors
Ohio
$819K +$23.4K +59 +3%
PIA
837
Pinion Investment Advisors
Kansas
$818K -$25K -63 -3%
BOTPPF
838
Board of the Pension Protection Fund
United Kingdom
$813K +$873K +2,200 New
SW
839
SteelPeak Wealth
California
$809K +$16.7K +42 +2%
LC
840
Lindbrook Capital
California
$808K +$2.38K +6 +0.3%
FPAS
841
Focus Partners Advisor Solutions
Missouri
$807K +$60.3K +152 +7%
RFS
842
Richardson Financial Services
Massachusetts
$802K +$49.6K +125 +6%
O
843
Ossiam
France
$798K +$164K +413 +24%
AC
844
Apella Capital
Connecticut
$793K -$1.99K -5 -0.2%
LHC
845
Little House Capital
Massachusetts
$788K +$3.18K +8 +0.4%
FFM
846
Forum Financial Management
Illinois
$787K -$6.35K -16 -0.7%
FCI
847
Financial Counselors Inc
Kansas
$784K -$127K -319 -13%
SPC
848
Spirepoint Private Client
Florida
$784K +$347K +873 +70%
CFFP
849
Center for Financial Planning
Michigan
$783K +$13.5K +34 +2%
CA
850
Cornerstone Advisory
Maryland
$780K -$47.2K -119 -5%
32 33
34
35 36