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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
WQ
1001
Wealth Quarterback
New Jersey
$529K +$855 +2 +0.2%
RSWM
1002
Robertson Stephens Wealth Management
California
$528K -$22.6K -53 -4%
IIC
1003
Integrated Investment Consultants
Michigan
$528K – – –
RFA
1004
Resurgent Financial Advisors
Georgia
$527K -$153K -357 -22%
VAG
1005
VisionPoint Advisory Group
Texas
$526K -$120K -280 -18%
FTC
1006
Farmers Trust Company
Ohio
$526K -$12.4K -29 -2%
MFG
1007
Magnus Financial Group
New York
$524K +$5.55K +13 +1%
PCM
1008
Penserra Capital Management
California
$524K -$127K -298 -19%
AA
1009
Alta Advisers
United Kingdom
$523K – – –
BIA
1010
Bigelow Investment Advisors
Maine
$522K +$1.71K +4 +0.3%
BC
1011
Bridgefront Capital
Texas
$521K +$114K +266 +27%
WI
1012
WBI Investments
New Jersey
$518K +$524K +1,227 New
BWM
1013
Birchcreek Wealth Management
Ohio
$518K -$69.2K -162 -12%
SCTC
1014
Sanibel Captiva Trust Company
Florida
$516K +$68.8K +161 +15%
FFBTD
1015
First Financial Bank - Trust Division
Ohio
$516K – – –
PTB
1016
Pioneer Trust Bank
Oregon
$515K – – –
PCIG
1017
Partners Capital Investment Group
Massachusetts
$511K – – –
ECM
1018
Element Capital Management
New York
$509K +$516K +1,207 New
FI
1019
Financial Insights
Washington
$507K -$10.3K -24 -2%
PP
1020
PDS Planning
Ohio
$504K +$15.4K +36 +3%
GM
1021
GeoWealth Management
Illinois
$503K -$37.6K -88 -7%
CIA
1022
Choate Investment Advisors
Massachusetts
$502K -$210K -492 -29%
CAMG
1023
CWA Asset Management Group
Florida
$501K -$56K -131 -10%
CA
1024
Claro Advisors
Massachusetts
$500K -$7.26K -17 -1%
RIG
1025
RiverFront Investment Group
Virginia
$499K +$506K +1,183 New
39 40
41
42 43