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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
BFIC
876
Bedell Frazier Investment Counselling
California
$630K -$172K -477 -20%
PWP
877
Phillips Wealth Planners
Mississippi
$628K +$51.3K +142 +8%
WC
878
Waterloo Capital
Texas
$624K +$30.4K +84 +5%
HA
879
Harfst & Associates
Wyoming
$624K +$669K +1,851 New
HIM
880
Hillsdale Investment Management
Ontario, Canada
$623K – – –
SBCM
881
Silverberg Bernstein Capital Management
New York
$623K – – –
CBTWT
882
Community Bank & Trust (Waco, Texas)
Texas
$621K – – –
PWS
883
Peterson Wealth Services
Utah
$620K -$6.5K -18 -1%
CC
884
Callan Capital
California
$619K +$15.9K +44 +2%
CIA
885
Choate Investment Advisors
Massachusetts
$618K +$361 +1 +0.1%
SFG
886
Sovereign Financial Group
Connecticut
$616K -$7.23K -20 -1%
CJ
887
Caitlin John
Michigan
$615K -$1.03M -2,852 -61%
TPW
888
Transatlantique Private Wealth
New York
$610K -$238K -659 -27%
CA
889
Claro Advisors
Massachusetts
$609K +$273K +755 +72%
CC
890
Courier Capital
New York
$606K +$72.3K +200 +13%
DAS
891
Diversify Advisory Services
Utah
$601K +$70.8K +196 +13%
MWM
892
Mission Wealth Management
California
$597K -$20.2K -56 -3%
WA
893
WBH Advisory
Maryland
$596K +$639K +1,768 New
PP
894
Patron Partners
Texas
$590K +$53.8K +149 +9%
FTC
895
Farmers Trust Company
Ohio
$587K -$2.89K -8 -0.5%
CI
896
Conning Inc
Connecticut
$587K – – –
AA
897
Alesco Advisors
New York
$586K +$4.7K +13 +0.8%
SAM
898
Smartleaf Asset Management
Massachusetts
$584K +$44.4K +123 +8%
PI
899
PFG Investments
New York
$583K -$47K -130 -7%
LI
900
Lafayette Investments
Maryland
$580K – – –
34 35
36
37 38