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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1051
Conning Inc
Connecticut
$467K -$193K -466 -28%
PWMAG
1052
Pinnacle Wealth Management Advisory Group
New Jersey
$467K +$52.9K +128 +12%
GM
1053
GeoWealth Management
Illinois
$467K +$2.48K +6 +0.5%
PP
1054
PDS Planning
Ohio
$466K +$1.24K +3 +0.3%
BMO
1055
Beck Mack & Oliver
New York
$464K +$493K +1,193 New
CAMG
1056
CWA Asset Management Group
Florida
$463K +$1.24K +3 +0.3%
BWM
1057
Birchcreek Wealth Management
Ohio
$463K -$15.7K -38 -3%
CIA
1058
Choate Investment Advisors
Massachusetts
$463K – – –
CA
1059
Claro Advisors
Massachusetts
$462K +$827 +2 +0.2%
SIC
1060
Sterling Investment Counsel
New York
$461K +$516K +1,247 New
BC
1061
Barnett & Company
Tennessee
$459K – – –
WI
1062
WBI Investments
New Jersey
$457K -$21.5K -52 -4%
ZIC
1063
ZWJ Investment Counsel
Georgia
$455K -$66.6K -161 -12%
AAM
1064
Aureus Asset Management
Massachusetts
$455K -$55.4K -134 -10%
AWMNH
1065
Arcadia Wealth Management (New Hampshire)
New Hampshire
$453K +$1.24K +3 +0.3%
FCP
1066
Fidelis Capital Partners
Florida
$452K -$827 -2 -0.2%
GKFF
1067
George Kaiser Family Foundation
Oklahoma
$452K – – –
PGCM
1068
Prescott Group Capital Management
Oklahoma
$452K – – –
KA
1069
Kercheville Advisors
Texas
$451K – – –
BMWM
1070
Brown Miller Wealth Management
Virginia
$450K +$10.3K +25 +2%
BM
1071
Berman McAleer
Maryland
$450K +$1.24K +3 +0.3%
VCM
1072
Virtue Capital Management
Tennessee
$450K +$290K +700 +163%
TC
1073
TwinBeech Capital
New York
$450K +$478K +1,155 New
CAM
1074
Councilmark Asset Management
Tennessee
$448K – – –
OFO
1075
OneAscent Family Office
Alabama
$448K +$5.38K +13 +1%
41 42
43
44 45