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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1026
SVB Wealth
Massachusetts
$667K -$6.55K -14 -1%
TC
1027
Trilogy Capital
California
$666K – – –
SF
1028
Symphony Financial
Texas
$665K +$51.4K +110 +9%
MIM
1029
MTM Investment Management
South Carolina
$664K – – –
PSP
1030
Pacific Sage Partners
Washington
$661K – – –
BIA
1031
Bigelow Investment Advisors
Maine
$659K -$4.21K -9 -0.7%
RSWM
1032
Robertson Stephens Wealth Management
California
$656K +$33.7K +72 +6%
MCM
1033
Magnolia Capital Management
New York
$653K – – –
BST
1034
Bath Savings Trust
Maine
$649K -$6.55K -14 -1%
EPW
1035
Evolve Private Wealth
California
$648K -$379K -810 -38%
SPWG
1036
Sage Private Wealth Group
Illinois
$647K -$14K -30 -2%
EWM
1037
Evercore Wealth Management
New York
$646K – – –
PI
1038
PFG Investments
New York
$644K +$17.3K +37 +3%
AC
1039
AXQ Capital
New Jersey
$644K +$613K +1,311 New
WSA
1040
Wealth Science Advisors
Georgia
$643K -$23.4K -50 -4%
IPW
1041
Inlet Private Wealth
Florida
$642K – – –
PCM
1042
Penserra Capital Management
California
$636K +$15K +32 +3%
KFS
1043
Kurt F. Somerville
$635K – – –
PL
1044
Perpetual Ltd
Australia
$634K -$113K -242 -16%
SAM
1045
Sompo Asset Management
Japan
$634K -$56.1K -120 -9%
HR
1046
Howe & Rusling
New York
$632K +$4.68K +10 +0.8%
PPW
1047
Parcion Private Wealth
Washington
$632K +$74.8K +160 +14%
AMG
1048
Advisors Management Group
Wisconsin
$630K – – –
SP
1049
SmartHarvest Portfolios
Washington
$629K +$119K +254 +25%
PP
1050
PDS Planning
Ohio
$629K +$8.42K +18 +1%
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