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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
SCTC
926
Sanibel Captiva Trust Company
Florida
$729K +$196K +461 +36%
AA
927
Alesco Advisors
New York
$728K – – –
FCM
928
Fire Capital Management
California
$723K +$736K +1,734 New
IWM
929
IHT Wealth Management
Illinois
$722K +$82.4K +194 +13%
PCP
930
Perbak Capital Partners
United Kingdom
$720K +$496K +1,168 +209%
MMPW
931
Mitchell McLeod Pugh & Williams
Alabama
$719K – – –
LI
932
Lafayette Investments
Maryland
$718K – – –
GFP
933
Gryphon Financial Partners
Ohio
$717K +$79K +186 +12%
WFAG
934
Wescott Financial Advisory Group
Pennsylvania
$716K -$849 -2 -0.1%
PFA
935
Pure Financial Advisors
California
$714K +$198K +466 +37%
PWS
936
Peterson Wealth Services
Utah
$713K -$75.6K -178 -9%
DWP
937
Destiny Wealth Partners
Florida
$712K – – –
CA
938
Cornerstone Advisory
Maryland
$708K +$849 +2 +0.1%
CAG
939
Csenge Advisory Group
Florida
$708K +$9.34K +22 +1%
EFSCE
940
Enterprise Financial Services Corp (EFSC)
Missouri
$708K +$3.4K +8 +0.5%
MWM
941
Mission Wealth Management
California
$706K +$61.6K +145 +9%
CWM
942
Connecticut Wealth Management
Connecticut
$706K -$119K -280 -14%
PE
943
PCM Encore
Colorado
$704K +$32.7K +77 +5%
CAM
944
Cidel Asset Management
Ontario, Canada
$704K +$4.55M +10,717 New
WA
945
WBH Advisory
Maryland
$702K -$11.5K -27 -2%
MWM
946
Meridian Wealth Management
Kentucky
$699K -$35.2K -83 -5%
OC
947
Oakworth Capital
Alabama
$699K -$2.12K -5 -0.3%
HIP
948
HUB Investment Partners
Texas
$698K +$711K +1,674 New
PCM
949
Polymer Capital Management
New York
$694K -$1.82M -4,288 -72%
HFS
950
Hantz Financial Services
Michigan
$694K +$620K +1,460 +712%
36 37
38
39 40