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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
1076
West Family Investments
California
$458K +$413K +1,048 New
C
1077
Certuity
Florida
$457K -$126K -319 -23%
GB
1078
Goepper Burkhardt
South Carolina
$456K – – –
NG
1079
Norden Group
Utah
$452K +$117K +296 +40%
PWG
1080
Portside Wealth Group
Utah
$448K +$69.8K +177 +21%
CRI
1081
Commonwealth Retirement Investments
Virginia
$447K +$404K +1,023 New
BMWM
1082
Brown Miller Wealth Management
Virginia
$447K +$43.4K +110 +12%
WPW
1083
Watershed Private Wealth
Illinois
$447K -$789 -2 -0.2%
SPWG
1084
Sage Private Wealth Group
Illinois
$446K +$54.4K +138 +16%
MA
1085
MONECO Advisors
Connecticut
$445K +$11.4K +29 +3%
SPA
1086
Sherbrooke Park Advisers
New York
$444K -$626K -1,587 -61%
AA
1087
Advisory Alpha
Michigan
$443K +$86.8K +220 +28%
MWM
1088
Modera Wealth Management
New Jersey
$442K +$38.7K +98 +11%
3IP
1089
3Chopt Investment Partners
Virginia
$441K -$29.2K -74 -7%
AF
1090
Apexium Financial
Texas
$441K +$395 +1 +0.1%
CGL
1091
Clarius Group LLC
Washington
$441K -$187K -475 -32%
GJWM
1092
Gilliland Jeter Wealth Management
Arkansas
$441K – – –
SFGP
1093
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$439K -$12.2K -31 -3%
AIM
1094
Advyzon Investment Management
Illinois
$439K +$396K +1,003 New
TPI
1095
Trust Point Inc
Wisconsin
$438K +$395 +1 +0.1%
LIA
1096
LBMC Investment Advisors
Tennessee
$437K – – –
RC
1097
RBF Capital
California
$437K – – –
LAM
1098
L2 Asset Management
Massachusetts
$437K +$17.4K +44 +5%
HW
1099
Hancock Whitney
Mississippi
$436K +$7.89K +20 +2%
BFM
1100
Boothbay Fund Management
New York
$436K +$2.76K +7 +0.7%
42 43
44
45 46