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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
1001
Pinion Investment Advisors
Kansas
$733K – – –
NG
1002
Norden Group
Utah
$732K +$69.7K +149 +11%
BHPW
1003
Beverly Hills Private Wealth
California
$727K -$862K -1,843 -55%
MA
1004
MONECO Advisors
Connecticut
$726K +$166K +355 +32%
QWP
1005
Quotient Wealth Partners
Texas
$723K +$35.1K +75 +5%
CWM
1006
Centurion Wealth Management
Virginia
$715K – – –
SSCA
1007
South Shore Capital Advisors
Massachusetts
$713K -$1.87K -4 -0.3%
CIC
1008
Carnegie Investment Counsel
Ohio
$710K -$18.7K -40 -3%
RCAG
1009
Rehmann Capital Advisory Group
Michigan
$707K +$198K +423 +41%
AWE
1010
Avidian Wealth Enterprises
Texas
$705K +$389K +832 +138%
IFWM
1011
Institute for Wealth Management
Colorado
$701K -$56.1K -120 -8%
PHAM
1012
Palisades Hudson Asset Management
Florida
$701K – – –
CIM
1013
Contravisory Investment Management
Massachusetts
$699K +$23.9K +51 +4%
CH
1014
Canton Hathaway
Rhode Island
$699K – – –
SACTSONJ
1015
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$696K -$38.8K -83 -6%
SP
1016
Stonebrook Private
Michigan
$689K +$30.9K +66 +5%
CIA
1017
Choate Investment Advisors
Massachusetts
$687K – – –
PFBT
1018
Parkside Financial Bank & Trust
Missouri
$686K +$40.2K +86 +7%
VCA
1019
Verdence Capital Advisors
Maryland
$683K +$9.35K +20 +1%
AIM
1020
Acropolis Investment Management
Missouri
$676K -$26.2K -56 -4%
TNBTD
1021
Trustmark National Bank Trust Department
Mississippi
$672K -$935 -2 -0.1%
1C
1022
111 Capital
France
$671K +$639K +1,367 New
LFA
1023
Legacy Financial Advisors
Kentucky
$670K +$14.5K +31 +2%
HPA
1024
High Probability Advisors
New York
$668K -$18.2K -39 -3%
MFA
1025
Mayflower Financial Advisors
Massachusetts
$667K +$3.27K +7 +0.5%
39 40
41
42 43