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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
WG
1101
Wealth Group
North Carolina
$264K +$12.7K +40 +5%
SQA
1102
Simon Quick Advisors
New Jersey
$263K +$22.6K +71 +10%
AA
1103
Addison Advisors
Vermont
$263K – – –
FI
1104
Fractal Investments
Connecticut
$263K – – –
SC
1105
Searle & Co
Connecticut
$263K – – –
CFM
1106
Catalyst Funds Management
Australia
$263K +$191K +600 +300%
SC
1107
Shay Capital
New York
$263K +$254K +800 New
YIA
1108
YHB Investment Advisors
Connecticut
$260K +$9.54K +30 +4%
GP
1109
Girard Partners
Pennsylvania
$260K – – –
MAG
1110
MRA Advisory Group
New Jersey
$259K -$3.5K -11 -1%
PTC
1111
Private Trust Company
Ohio
$259K -$60.7K -191 -20%
MCM
1112
Monument Capital Management
Virginia
$258K -$2.86K -9 -1%
BSB
1113
Bangor Savings Bank
Maine
$258K – – –
RIS
1114
Retirement Income Solutions
Michigan
$257K +$10.8K +34 +5%
NFW
1115
Noble Family Wealth
Florida
$257K -$7.95K -25 -3%
BOM
1116
Bank of Marin
California
$252K -$10.2K -32 -4%
PFA
1117
Pure Financial Advisors
California
$252K +$12.1K +38 +5%
BPWM
1118
Badgley Phelps Wealth Managers
Washington
$252K – – –
CFO
1119
CVA Family Office
Colorado
$251K +$4.13K +13 +2%
IUHSA
1120
Itau Unibanco Holding S.A.
Brazil
$251K +$420K +1,322 New
NRD
1121
Nebula Research & Development
New York
$250K -$336K -1,055 -58%
SMH
1122
Sanders Morris Harris
Texas
$249K – – –
PCG
1123
Prosperity Consulting Group
Maryland
$249K +$13.4K +42 +6%
HWMO
1124
Heritage Wealth Management (Ohio)
Ohio
$249K +$239K +750 New
FIA
1125
Foundations Investment Advisors
Arizona
$248K +$20.7K +65 +9%
43 44
45
46 47