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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
926
Valley Wealth Managers
New Jersey
$526K +$36.9K +102 +7%
SMA
927
Sage Mountain Advisors
Georgia
$517K +$43.4K +120 +8%
BIM
928
Bridges Investment Management
Nebraska
$516K – – –
FNT
929
First National Trust
Pennsylvania
$516K +$11.6K +32 +2%
FG
930
Fiduciary Group
Georgia
$515K – – –
FAFN
931
First Affirmative Financial Network
Colorado
$514K -$53.1K -147 -9%
BRWA
932
B. Riley Wealth Advisors
Florida
$513K +$26.4K +73 +5%
MFS
933
McNamara Financial Services
Massachusetts
$512K +$549K +1,520 New
CM
934
Cercano Management
Washington
$511K – – –
FFO
935
Fiduciary Family Office
Florida
$511K +$548K +1,516 New
HDIM
936
Hanson & Doremus Investment Management
Vermont
$510K -$39.7K -110 -7%
TFG
937
Taylor Financial Group
Virginia
$509K -$14.5K -40 -3%
RMP
938
Richards, Merrill & Peterson
Washington
$509K -$36.1K -100 -6%
KA
939
Kercheville Advisors
Texas
$507K – – –
AP
940
Appleton Partners
Massachusetts
$507K -$18.4K -51 -3%
FCM
941
Firestone Capital Management
Florida
$506K +$1.08K +3 +0.2%
BWM
942
Birchcreek Wealth Management
Ohio
$506K -$78.4K -217 -13%
WTB
943
Washington Trust Bank
Washington
$506K -$31.1K -86 -5%
MAM
944
Morse Asset Management
Connecticut
$505K -$836K -2,314 -61%
ML
945
McAdam LLC
Pennsylvania
$505K +$542K +1,500 New
SIA
946
Schechter Investment Advisors
Michigan
$504K -$103K -284 -16%
RWM
947
Ritholtz Wealth Management
New York
$503K +$70.8K +196 +15%
CGL
948
Clarius Group LLC
Washington
$500K +$57.5K +159 +12%
WIA
949
Wetzel Investment Advisors
Indiana
$493K -$23.5K -65 -4%
CCA
950
Cobblestone Capital Advisors
New York
$493K -$9.76K -27 -2%
36 37
38
39 40