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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
1051
NorthCrest Asset Manangement
Minnesota
$532K -$852K -2,007 -62%
PI
1052
PFG Investments
New York
$531K -$163K -385 -23%
WIA
1053
Wetzel Investment Advisors
Indiana
$530K -$14K -33 -3%
WSA
1054
Wealth Science Advisors
Georgia
$529K – – –
GM
1055
GeoWealth Management
Illinois
$528K +$28.9K +68 +6%
ATC
1056
Argent Trust Co
Tennessee
$528K -$35.7K -84 -6%
PCM
1057
Penserra Capital Management
California
$527K +$16.6K +39 +3%
TPI
1058
Trust Point Inc
Wisconsin
$527K +$73K +172 +16%
RSWM
1059
Robertson Stephens Wealth Management
California
$526K -$8.49K -20 -2%
PP
1060
PDS Planning
Ohio
$526K +$27.6K +65 +5%
LCWP
1061
Legacy Capital Wealth Partners
Arkansas
$526K +$73.9K +174 +16%
SF
1062
Symphony Financial
Texas
$521K -$22.9K -54 -4%
PWW
1063
Pettyjohn Wood & White
Virginia
$520K – – –
FI
1064
FinArc Investments
Massachusetts
$518K +$528K +1,243 New
MFG
1065
Magnus Financial Group
New York
$518K -$849 -2 -0.2%
FTC
1066
Farmers Trust Company
Ohio
$518K – – –
IIC
1067
Integrated Investment Consultants
Michigan
$517K -$4.25K -10 -0.8%
NECFA
1068
New England Capital Financial Advisors
Connecticut
$515K -$42.5K -100 -7%
OWM
1069
OneAscent Wealth Management
Alabama
$515K -$19.1K -45 -4%
DCM
1070
Dorato Capital Management
Colorado
$513K – – –
AAM
1071
Aureus Asset Management
Massachusetts
$513K +$26.3K +62 +5%
BWA
1072
Basecamp Wealth Advisors
Washington
$512K -$2.12K -5 -0.4%
FMLI
1073
Fukoku Mutual Life Insurance
Japan
$510K -$42.9K -101 -8%
CA
1074
Claro Advisors
Massachusetts
$504K +$8.91K +21 +2%
ZIC
1075
ZWJ Investment Counsel
Georgia
$499K +$12.3K +29 +2%
41 42
43
44 45