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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
BF
1026
bLong Financial
Tennessee
$404K – – –
LJHT
1027
Laurie J. Hall Trustee
$404K – – –
NA
1028
Novus Advisors
South Carolina
$404K – – –
SQA
1029
Simon Quick Advisors
New Jersey
$404K +$78.8K +218 +22%
PAG
1030
Paladin Advisory Group
Iowa
$404K -$149K -413 -26%
MA
1031
Mutual Advisors
Nebraska
$401K +$225K +624 +118%
PWPS
1032
Pinnacle Wealth Planning Services
Ohio
$398K +$123K +341 +41%
BC
1033
Barnett & Company
Tennessee
$398K – – –
CMF
1034
Counterpoint Mutual Funds
California
$398K +$426K +1,180 New
AWM
1035
Avior Wealth Management
Nebraska
$397K +$4.34K +12 +1%
HR
1036
Howe & Rusling
New York
$397K -$14.5K -40 -3%
SEIA
1037
Signature Estate & Investment Advisors
California
$396K +$13.4K +37 +3%
FCP
1038
Fidelis Capital Partners
Florida
$393K +$22.4K +62 +6%
EH
1039
Equitable Holdings
New York
$392K +$27.8K +77 +7%
PP
1040
PDS Planning
Ohio
$392K +$37.2K +103 +10%
CAM
1041
Councilmark Asset Management
Tennessee
$387K – – –
BA
1042
Ballew Advisors
Mississippi
$385K – – –
LFG
1043
Lockerman Financial Group
California
$384K – – –
CAMG
1044
CWA Asset Management Group
Florida
$382K +$66.1K +183 +19%
BTW
1045
Boston Trust Walden
Massachusetts
$381K -$95K -263 -19%
RCM
1046
Radnor Capital Management
Pennsylvania
$381K +$52.8K +146 +15%
HI
1047
Harbour Investments
Wisconsin
$380K +$36.1K +100 +10%
PWM
1048
Pines Wealth Management
North Carolina
$378K -$361 -1 -0.1%
HL
1049
HeadInvest LLC
Maine
$377K -$30.7K -85 -7%
WTA
1050
Washington Trust Advisors
Massachusetts
$377K +$89.3K +247 +28%
40 41
42
43 44