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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
1026
Bigelow Investment Advisors
Maine
$659K -$4.21K -9 -0.7%
RSWM
1027
Robertson Stephens Wealth Management
California
$656K +$33.7K +72 +6%
MCM
1028
Magnolia Capital Management
New York
$653K – – –
BST
1029
Bath Savings Trust
Maine
$649K -$6.55K -14 -1%
EPW
1030
Evolve Private Wealth
California
$648K -$379K -810 -38%
SPWG
1031
Sage Private Wealth Group
Illinois
$647K -$14K -30 -2%
EWM
1032
Evercore Wealth Management
New York
$646K – – –
PI
1033
PFG Investments
New York
$644K +$17.3K +37 +3%
AC
1034
AXQ Capital
New Jersey
$644K +$613K +1,311 New
WSA
1035
Wealth Science Advisors
Georgia
$643K -$23.4K -50 -4%
IPW
1036
Inlet Private Wealth
Florida
$642K – – –
PCM
1037
Penserra Capital Management
California
$636K +$15K +32 +3%
KFS
1038
Kurt F. Somerville
$635K – – –
PL
1039
Perpetual Ltd
Australia
$634K -$113K -242 -16%
SAM
1040
Sompo Asset Management
Japan
$634K -$56.1K -120 -9%
HR
1041
Howe & Rusling
New York
$632K +$4.68K +10 +0.8%
PPW
1042
Parcion Private Wealth
Washington
$632K +$74.8K +160 +14%
AMG
1043
Advisors Management Group
Wisconsin
$630K – – –
SP
1044
SmartHarvest Portfolios
Washington
$629K +$119K +254 +25%
PP
1045
PDS Planning
Ohio
$629K +$8.42K +18 +1%
PWP
1046
Phillips Wealth Planners
Mississippi
$627K +$1.4K +3 +0.2%
DAS
1047
Dynamic Advisor Solutions
Arizona
$622K -$38.4K -82 -6%
LAM
1048
L2 Asset Management
Massachusetts
$621K -$34.6K -74 -6%
MG
1049
Mather Group
Illinois
$616K +$51.9K +111 +10%
MFG
1050
Magnus Financial Group
New York
$613K +$1.87K +4 +0.3%
40 41
42
43 44