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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1101
HCR Wealth Advisors
California
$210K +$190K +701 New
AA
1102
Alta Advisers
United Kingdom
$210K – – –
CWM
1103
Compass Wealth Management
Connecticut
$210K – – –
HTHT
1104
Hemenway Trust Hemenway Trust
New Hampshire
$210K +$190K +700 New
AWA
1105
Aaron Wealth Advisors
Illinois
$210K +$190K +699 New
KFP
1106
KMG Fiduciary Partners
Ohio
$210K +$190K +699 New
SFI
1107
SPC Financial Inc
Maryland
$209K +$189K +697 New
FWM
1108
Fairhaven Wealth Management
Illinois
$208K +$188K +693 New
VT
1109
Vise Technologies
New York
$208K +$188K +693 New
CSA
1110
Cottage Street Advisors
Massachusetts
$207K +$188K +691 New
TWM
1111
TriaGen Wealth Management
California
$207K -$2.28M -8,383 -92%
CA
1112
CoreCap Advisors
Michigan
$207K +$187K +690 New
FIA
1113
Foundations Investment Advisors
Arizona
$207K +$187K +690 New
SB
1114
Simmons Bank
Arkansas
$204K +$185K +680 New
LFA
1115
LGT Financial Advisors
Texas
$204K -$11.7K -43 -6%
SMA
1116
Sage Mountain Advisors
Georgia
$204K +$184K +679 New
HFS
1117
Heritage Financial Services
Massachusetts
$204K +$184K +678 New
IC
1118
Inscription Capital
Texas
$203K +$183K +676 New
SB
1119
Strategic Blueprint
Georgia
$203K +$183K +676 New
PPWM
1120
PFG Private Wealth Management
Florida
$202K +$183K +674 New
IWM
1121
IHT Wealth Management
Illinois
$201K +$182K +671 New
AA
1122
Advisory Alpha
Michigan
$201K +$182K +670 New
FFA
1123
First Foundation Advisors
California
$200K +$82.8K +305 +85%
PMFA
1124
Plante Moran Financial Advisors
Michigan
$199K -$814 -3 -0.4%
ST
1125
Smithfield Trust
Pennsylvania
$199K +$4.34K +16 +3%
43 44
45
46 47