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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
1026
Kurt F. Somerville
$503K – – –
RIG
1027
RiverFront Investment Group
Virginia
$502K +$44.3K +107 +9%
SCTC
1028
Sanibel Captiva Trust Company
Florida
$501K +$26.9K +65 +5%
AMG
1029
Advisors Management Group
Wisconsin
$500K – – –
RSWM
1030
Robertson Stephens Wealth Management
California
$499K +$12.8K +31 +2%
EWA
1031
Exencial Wealth Advisors
Oklahoma
$499K -$168K -406 -24%
OWM
1032
OneAscent Wealth Management
Alabama
$498K -$143K -346 -21%
LFA
1033
Legacy Financial Advisors
Kentucky
$497K +$7.03K +17 +1%
I
1034
InceptionR
California
$496K +$527K +1,275 New
DWM
1035
Destination Wealth Management
California
$494K +$157K +379 +43%
BIA
1036
Bigelow Investment Advisors
Maine
$492K +$10.8K +26 +2%
PPW
1037
Parcion Private Wealth
Washington
$490K -$32.7K -79 -6%
IIC
1038
Integrated Investment Consultants
Michigan
$487K – – –
PFA
1039
Pure Financial Advisors
California
$485K +$64.1K +155 +14%
PWW
1040
Pettyjohn Wood & White
Virginia
$485K +$55K +133 +12%
MFG
1041
Magnus Financial Group
New York
$484K +$827 +2 +0.2%
FFBTD
1042
First Financial Bank - Trust Division
Ohio
$483K +$8.27K +20 +2%
FTC
1043
Farmers Trust Company
Ohio
$483K -$2.07K -5 -0.4%
BWA
1044
Basecamp Wealth Advisors
Washington
$480K +$510K +1,234 New
PCM
1045
Penserra Capital Management
California
$477K -$7.03K -17 -1%
AU
1046
Algebris (UK)
United Kingdom
$477K +$506K +1,224 New
WFI
1047
West Family Investments
California
$476K +$62.9K +152 +14%
PTB
1048
Pioneer Trust Bank
Oregon
$475K – – –
TSWM
1049
Triangle Securities Wealth Management
North Carolina
$473K +$241K +583 +100%
PCIG
1050
Partners Capital Investment Group
Massachusetts
$472K – – –
40 41
42
43 44