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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
851
Liberty Wealth Management
California
$207K -$6.21K -31 -3%
FPFS
852
First Personal Financial Services
North Carolina
$207K -$10K -50 -5%
PP
853
Patron Partners
Texas
$206K +$204K +1,017 New
TI
854
tru Independence
Oregon
$206K +$203K +1,015 New
SAM
855
Silvercrest Asset Management
New York
$204K +$201K +1,005 New
BWM
856
Birchcreek Wealth Management
Ohio
$203K +$200K +1,000 New
PWW
857
Pettyjohn Wood & White
Virginia
$203K +$200K +1,000 New
RC
858
RBF Capital
California
$203K +$200K +1,000 New
ZIC
859
ZWJ Investment Counsel
Georgia
$203K +$200K +998 New
HCM
860
Hollencrest Capital Management
California
$202K – – –
HR
861
Howe & Rusling
New York
$201K +$198K +989 New
RCM
862
Radnor Capital Management
Pennsylvania
$200K +$197K +985 New
GRP
863
Global Retirement Partners
California
$192K +$30.4K +152 +19%
WPA
864
West Paces Advisors
Georgia
$191K -$28.4K -142 -13%
WB
865
Webster Bank
Connecticut
$190K – – –
PAM
866
Paradigm Asset Management
New York
$183K – – –
GC
867
Garde Capital
Washington
$171K +$2K +10 +1%
QC
868
Quent Capital
New York
$167K +$200 +1 +0.1%
HBW
869
Hazlett, Burt & Watson
West Virginia
$164K – – –
AA
870
Addison Advisors
Vermont
$162K – – –
WTA
871
Washington Trust Advisors
Massachusetts
$162K – – –
UIA
872
Ulland Investment Advisors
Minnesota
$162K – – –
RFA
873
Resurgent Financial Advisors
Georgia
$160K – – –
CT
874
Cambridge Trust
Massachusetts
$157K -$10K -50 -6%
WT
875
Washington Trust
Rhode Island
$152K – – –
33 34
35
36 37