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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
GM
1076
GeoWealth Management
Illinois
$394K +$71.9K +181 +20%
SCM
1077
Sunbeam Capital Management
Georgia
$394K +$423K +1,066 New
ZIC
1078
ZWJ Investment Counsel
Georgia
$392K +$794 +2 +0.2%
PP
1079
PDS Planning
Ohio
$391K +$2.38K +6 +0.6%
CA
1080
Claro Advisors
Massachusetts
$389K -$32.2K -81 -7%
GA
1081
Greenspring Advisors
Maryland
$388K – – –
WFI
1082
West Family Investments
California
$387K -$9.53K -24 -2%
NCM
1083
Northside Capital Management
Oregon
$386K – – –
SCM
1084
Sterneck Capital Management
Missouri
$386K +$159K +400 +62%
GB
1085
Goepper Burkhardt
South Carolina
$385K – – –
FCP
1086
Fidelis Capital Partners
Florida
$385K +$16.7K +42 +4%
HI
1087
Harbour Investments
Wisconsin
$380K +$43.3K +109 +12%
CFO
1088
Collective Family Office
Pennsylvania
$379K -$30.2K -76 -7%
WPW
1089
Watershed Private Wealth
Illinois
$378K -$16.3K -41 -4%
BFM
1090
Boothbay Fund Management
New York
$377K +$405K +1,021 New
FCG
1091
Fielder Capital Group
Tennessee
$376K -$794 -2 -0.2%
AG
1092
AlTi Global
New York
$374K +$402K +1,012 New
PPP
1093
Private Portfolio Partners
New Jersey
$373K – – –
GJWM
1094
Gilliland Jeter Wealth Management
Arkansas
$372K +$397 +1 +0.1%
AF
1095
Apexium Financial
Texas
$372K +$400K +1,008 New
PA
1096
Procyon Advisors
Connecticut
$372K +$31.8K +80 +9%
TPI
1097
Trust Point Inc
Wisconsin
$370K +$41.3K +104 +12%
LIA
1098
LBMC Investment Advisors
Tennessee
$369K – – –
RC
1099
RBF Capital
California
$369K – – –
OL
1100
one8zero8 LLC
North Carolina
$369K +$397K +1,000 New
42 43
44
45 46