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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1101
Geneos Wealth Management
Colorado
$545K – – –
SCM
1102
Sunbeam Capital Management
Georgia
$545K +$15K +32 +3%
WHG
1103
Westwood Holdings Group
Texas
$541K +$275K +588 +115%
GAB
1104
German American Bancorp
Indiana
$540K – – –
NCM
1105
Northside Capital Management
Oregon
$538K -$9.35K -20 -2%
RP
1106
Raelipskie Partnership
Ontario, Canada
$538K – – –
CIA
1107
Capital Investment Advisors
Georgia
$533K -$21K -45 -4%
CFG
1108
Carr Financial Group
Massachusetts
$532K +$117K +250 +30%
OFS
1109
OneAscent Financial Services
Alabama
$531K -$372K -796 -42%
VDI
1110
Vaughan David Investments
Illinois
$530K – – –
AHL
1111
Abel Hall LLC
Louisiana
$529K +$66.9K +143 +15%
MIC
1112
Means Investment Company
Maine
$527K +$468 +1 +0.1%
PCS
1113
Personal CFO Solutions
New Jersey
$523K +$35.5K +76 +8%
SIC
1114
Sterling Investment Counsel
New York
$520K – – –
MWA
1115
Muirfield Wealth Advisors
North Carolina
$519K +$29.9K +64 +6%
FCG
1116
Fielder Capital Group
Tennessee
$517K +$5.14K +11 +1%
BTW
1117
Boston Trust Walden
Massachusetts
$517K -$11.7K -25 -2%
VIPI
1118
Vista Investment Partners II
Indiana
$517K +$66.4K +142 +16%
HL
1119
HeadInvest LLC
Maine
$516K – – –
SC
1120
Searle & Co
Connecticut
$516K – – –
ASA
1121
Axxion S.A.
Luxembourg
$515K +$490K +1,048 New
AMPWP
1122
Alvarez & Marsal Private Wealth Partners
Florida
$512K -$12.2K -26 -2%
VCM
1123
Versant Capital Management
Arizona
$512K +$3.74K +8 +0.8%
PWP
1124
Principle Wealth Partners
Connecticut
$511K +$18.7K +40 +4%
SWM
1125
SilverOak Wealth Management
Minnesota
$511K +$73K +156 +18%
43 44
45
46 47