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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1001
Ritholtz Wealth Management
New York
$359K +$38.5K +121 +12%
D
1002
Diversified
Delaware
$356K +$344K +1,082 New
SFG
1003
SevenBridge Financial Group
Pennsylvania
$354K – – –
RA
1004
RFG Advisory
Alabama
$354K -$3.5K -11 -1%
PP
1005
PDS Planning
Ohio
$353K +$83.6K +263 +33%
AC
1006
AXQ Capital
New Jersey
$350K +$84.3K +265 +33%
FCBT
1007
First Citizens Bank & Trust
North Carolina
$349K +$63K +198 +23%
ZIC
1008
ZWJ Investment Counsel
Georgia
$349K – – –
WPW
1009
Watershed Private Wealth
Illinois
$347K – – –
GA
1010
Greenspring Advisors
Maryland
$345K – – –
NCM
1011
Northside Capital Management
Oregon
$344K – – –
LFG
1012
Lockerman Financial Group
California
$343K +$31.2K +98 +10%
GB
1013
Goepper Burkhardt
South Carolina
$343K – – –
BMCM
1014
Bryn Mawr Capital Management
Pennsylvania
$340K -$9.54K -30 -3%
SG
1015
StoneX Group
New York
$340K +$44.5K +140 +16%
FDDB
1016
Fidelity D&D Bancorp
Pennsylvania
$337K – – –
MIS
1017
Morningstar Investment Services
Illinois
$336K +$320K +1,006 New
HW
1018
Hancock Whitney
Mississippi
$334K -$318 -1 -0.1%
EWA
1019
EverSource Wealth Advisors
Alabama
$333K +$21.6K +68 +7%
GJWM
1020
Gilliland Jeter Wealth Management
Arkansas
$331K -$7K -22 -2%
AWM
1021
Avior Wealth Management
Nebraska
$330K +$11.1K +35 +4%
AWM
1022
Accurate Wealth Management
Florida
$329K +$19.1K +60 +7%
VCM
1023
Virtue Capital Management
Tennessee
$329K +$1.91K +6 +0.6%
LIA
1024
LBMC Investment Advisors
Tennessee
$329K – – –
RC
1025
RBF Capital
California
$329K – – –
39 40
41
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