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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
1051
Integrated Investment Consultants
Michigan
$230K +$208K +766 New
CIA
1052
Capital Investment Advisors
Georgia
$230K +$208K +766 New
BPWM
1053
Badgley Phelps Wealth Managers
Washington
$230K +$208K +765 New
WG
1054
Wealth Group
North Carolina
$229K +$207K +764 New
GM
1055
GeoWealth Management
Illinois
$229K +$89.6K +330 +76%
SAM
1056
Strategy Asset Managers
California
$228K +$206K +760 New
YIA
1057
YHB Investment Advisors
Connecticut
$228K +$206K +760 New
SMH
1058
Sanders Morris Harris
Texas
$228K +$206K +758 New
AIA
1059
Angeles Investment Advisors
California
$227K +$205K +757 New
WT
1060
Washington Trust
Rhode Island
$225K – – –
CFO
1061
CVA Family Office
Colorado
$225K +$543 +2 +0.3%
DLA
1062
Douglas Lane & Associates
New York
$225K +$204K +750 New
SHWM
1063
Smith & Howard Wealth Management
Georgia
$225K +$204K +750 New
WIC
1064
Wilkins Investment Counsel
Massachusetts
$225K +$204K +750 New
PFGIA
1065
Patriot Financial Group Insurance Agency
Massachusetts
$225K +$203K +748 New
RIS
1066
Retirement Income Solutions
Michigan
$225K +$203K +748 New
FNBOO
1067
First National Bank of Omaha
Nebraska
$224K -$102K -375 -36%
AUB
1068
Atlantic Union Bankshares
Virginia
$224K +$202K +745 New
CS
1069
Cannell & Spears
New York
$224K +$202K +745 New
PL
1070
Perpetual Ltd
Australia
$223K +$202K +743 New
FM
1071
Foster & Motley
Ohio
$223K +$202K +743 New
CAM
1072
Crestone Asset Management
Colorado
$222K -$92K -339 -31%
MAM
1073
MWA Asset Management
Massachusetts
$222K +$201K +739 New
DC
1074
Diametric Capital
Massachusetts
$222K +$200K +738 New
SCA
1075
Stonebridge Capital Advisors
Minnesota
$221K +$200K +737 New
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43
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