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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
ERSOT
876
Employees Retirement System of Texas
Texas
$794K +$716K +1,815 New
PL
877
Perpetual Ltd
Australia
$792K -$206K -522 -22%
AP
878
Appleton Partners
Massachusetts
$791K +$120K +305 +20%
HH
879
Hilltop Holdings
Texas
$790K +$198K +502 +39%
EW
880
Evexia Wealth
Wisconsin
$790K -$103K -260 -13%
LWAM
881
Legacy Wealth Asset Management
Minnesota
$790K +$712K +1,805 New
SFG
882
Sovereign Financial Group
Connecticut
$788K -$9.86K -25 -1%
IFU
883
iSAM Funds (UK)
United Kingdom
$787K +$710K +1,799 New
CC
884
Courier Capital
New York
$785K -$1.18K -3 -0.2%
PP
885
Patron Partners
Texas
$785K +$17K +43 +2%
PWP
886
Phillips Wealth Planners
Mississippi
$780K +$4.73K +12 +0.7%
CBTWT
887
Community Bank & Trust (Waco, Texas)
Texas
$776K -$26.8K -68 -4%
MGWM
888
Marks Group Wealth Management
Minnesota
$771K +$34.7K +88 +5%
WFC
889
Western Financial Corp
California
$767K -$176K -446 -20%
AA
890
Alesco Advisors
New York
$760K – – –
BCM
891
Brookstone Capital Management
Illinois
$759K +$60.8K +154 +10%
SMA
892
Sage Mountain Advisors
Georgia
$758K +$78.9K +200 +13%
TC
893
TownSquare Capital
Utah
$754K -$3.07M -7,779 -82%
LI
894
Lafayette Investments
Maryland
$753K – – –
DE
895
Diversified Enterprises
Delaware
$752K +$33.5K +85 +5%
NG
896
Northstar Group
New York
$752K – – –
BFIC
897
Bedell Frazier Investment Counselling
California
$750K -$61.1K -155 -8%
DWP
898
Destiny Wealth Partners
Florida
$748K +$674K +1,709 New
IA
899
IFG Advisory
Georgia
$747K +$3.94K +10 +0.6%
IIC
900
Ironwood Investment Counsel
Arizona
$740K +$668K +1,692 New
34 35
36
37 38