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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1001
Personal CFO Solutions
New Jersey
– -$312K -1,693 Closed
CAAS
1002
Capital Asset Advisory Services
Michigan
– -$282K -1,534 Closed
PG
1003
Pendal Group
Australia
– -$271K -1,472 Closed
VDI
1004
Vaughan David Investments
Illinois
– -$264K -1,431 Closed
CC
1005
Claybrook Capital
Massachusetts
– -$246K -1,336 Closed
LWM
1006
Lyell Wealth Management
California
– -$243K -1,318 Closed
LFAS
1007
Level Four Advisory Services
Texas
– -$234K -1,272 Closed
LP
1008
LMR Partners
United Kingdom
– -$233K -1,263 Closed
JPG
1009
Jordan Park Group
California
– -$222K -1,205 Closed
FPCG
1010
Fort Pitt Capital Group
Pennsylvania
– -$221K -1,201 Closed
HB
1011
Homrich & Berg
Georgia
– -$209K -1,137 Closed
BWM
1012
BigSur Wealth Management
Florida
– -$204K -1,110 Closed
FB
1013
Fulton Bank
Pennsylvania
– -$202K -1,099 Closed
TI
1014
tru Independence
Oregon
– -$168K -912 Closed
PGWM
1015
Parisi Gray Wealth Management
New Jersey
– -$89K -485 Closed
KFP
1016
KB Financial Partners
New Jersey
– -$61K -331 Closed
WAM
1017
Wolverine Asset Management
Illinois
– -$39K -216 Closed
GAM
1018
Gemmer Asset Management
California
– -$8K -155 Closed
TCOV
1019
Trust Company of Vermont
Vermont
– -$28K -152 Closed
SL
1020
Savior LLC
Massachusetts
– -$24K -132 Closed
EWM
1021
Evermay Wealth Management
Virginia
– -$17K -93 Closed
SWG
1022
Summit Wealth Group
Vermont
– -$9K -47 Closed
TCCM
1023
Timber Creek Capital Management
Massachusetts
– -$7.69K -40 Closed
DWMG
1024
DB Wealth Management Group
California
– -$6K -35 Closed
MIM
1025
Macroview Investment Management
Maryland
– -$4K -22 Closed
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