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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
926
Hartford Financial Management
Connecticut
$603K – – –
QL
927
Quarry LP
New York
$601K +$32.9K +83 +5%
HDIM
928
Hanson & Doremus Investment Management
Vermont
$600K – – –
EWA
929
EverSource Wealth Advisors
Alabama
$598K +$182K +459 +40%
PCM
930
Penserra Capital Management
California
$598K -$455K -1,147 -41%
DBRC
931
D.B. Root & Company
Pennsylvania
$598K -$9.53K -24 -1%
RFA
932
Resurgent Financial Advisors
Georgia
$597K +$1.19K +3 +0.2%
EFSCE
933
Enterprise Financial Services Corp (EFSC)
Missouri
$597K -$794 -2 -0.1%
ETC
934
Exchange Traded Concepts
Oklahoma
$595K -$436K -1,099 -41%
PAG
935
Paladin Advisory Group
Iowa
$595K -$47.6K -120 -7%
RMP
936
Richards, Merrill & Peterson
Washington
$595K +$640K +1,611 New
PP
937
Patron Partners
Texas
$592K +$44.9K +113 +8%
CC
938
Courier Capital
New York
$590K +$38.9K +98 +7%
WTB
939
Washington Trust Bank
Washington
$586K +$34.1K +86 +6%
ACM
940
Aster Capital Management
United Arab Emirates
$586K -$73.4K -185 -10%
KRSITF
941
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$584K +$1.11M +2,806 +42%
IA
942
IAM Advisory
Pennsylvania
$584K +$1.59K +4 +0.3%
EWM
943
Empirical Wealth Management
Washington
$582K +$146K +368 +30%
VVP
944
Venture Visionary Partners
Ohio
$580K +$52K +131 +9%
SRL
945
Scientech Research LLC
New Jersey
$579K +$285K +718 +85%
AP
946
Appleton Partners
Massachusetts
$574K -$18.3K -46 -3%
TFG
947
Taylor Financial Group
Virginia
$573K – – –
DAS
948
Diversify Advisory Services
Utah
$567K +$199K +501 +50%
BIM
949
Bridges Investment Management
Nebraska
$566K +$397 +1 +0.1%
WIA
950
Wetzel Investment Advisors
Indiana
$565K -$1.19K -3 -0.2%
36 37
38
39 40