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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
LAS
1101
LWM Advisory Services
Florida
$327K -$118K -340 -29%
MBTD
1102
Mechanics Bank - Trust Department
California
$327K – – –
AA
1103
Addison Advisors
Vermont
$326K +$13.5K +39 +5%
RBFC
1104
Roman Butler Fullerton & Co
Missouri
$325K -$1.39K -4 -0.5%
QFA
1105
Quantum Financial Advisors
California
$324K – – –
GVAG
1106
Great Valley Advisor Group
Delaware
$324K -$9.02K -26 -3%
HFW
1107
Horizon Family Wealth
Illinois
$323K +$694 +2 +0.2%
SWM
1108
SilverOak Wealth Management
Minnesota
$323K – – –
FAM
1109
Formidable Asset Management
Ohio
$319K -$19.8K -57 -6%
MA
1110
MONECO Advisors
Connecticut
$319K +$284K +820 New
WG
1111
Wealth Group
North Carolina
$316K +$3.12K +9 +1%
HBW
1112
Hazlett, Burt & Watson
West Virginia
$315K – – –
CA
1113
CoreCap Advisors
Michigan
$313K -$200K -577 -42%
SF
1114
Safeguard Financial
Wisconsin
$313K +$280K +806 New
FMP
1115
Financial Management Professionals
Texas
$312K -$57.2K -165 -17%
FI
1116
Fractal Investments
Connecticut
$311K – – –
SC
1117
Searle & Co
Connecticut
$311K – – –
BAM
1118
Belpointe Asset Management
Nevada
$307K -$41.3K -119 -13%
YIA
1119
YHB Investment Advisors
Connecticut
$307K – – –
CL
1120
CIM LLC
New York
$305K – – –
BSB
1121
Bangor Savings Bank
Maine
$304K – – –
CFO
1122
CVA Family Office
Colorado
$303K +$5.9K +17 +2%
SRC
1123
Shufro Rose & Co
New York
$303K – – –
PFA
1124
Pure Financial Advisors
California
$300K +$2.43K +7 +0.9%
SGAM
1125
Smith Group Asset Management
Texas
$299K +$267K +770 New
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