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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
MG
1101
Mather Group
Illinois
$408K +$10.7K +25 +3%
JIC
1102
Johnson Investment Counsel
Ohio
$406K -$38.5K -90 -9%
RB
1103
Renasant Bank
Mississippi
$401K -$44K -103 -10%
TFA
1104
Tobias Financial Advisors
Florida
$401K +$57.3K +134 +16%
HI
1105
Harbour Investments
Wisconsin
$397K -$108K -252 -21%
AAS
1106
Asset Allocation Strategies
Michigan
$396K +$427 +1 +0.1%
WTB
1107
Washington Trust Bank
Washington
$395K – – –
BC
1108
Bayforest Capital
United Kingdom
$395K +$135K +317 +51%
SIG
1109
Sky Investment Group
Connecticut
$395K – – –
MPWT
1110
MassMutual Private Wealth & Trust
Connecticut
$394K -$12.8K -30 -3%
MG
1111
Marex Group
$394K +$399K +933 New
BRWA
1112
B. Riley Wealth Advisors
Florida
$392K -$74.8K -175 -16%
WPA
1113
West Paces Advisors
Georgia
$390K -$15.4K -36 -4%
MWM
1114
Modera Wealth Management
New Jersey
$387K -$40.2K -94 -9%
DBRC
1115
D.B. Root & Company
Pennsylvania
$386K -$1.71K -4 -0.4%
OPOWM
1116
One Plus One Wealth Management
Florida
$386K – – –
TIM
1117
Tevis Investment Management
Texas
$386K -$24.8K -58 -6%
CPA
1118
Capital Performance Advisors
California
$385K +$6.41K +15 +2%
GVAG
1119
Great Valley Advisor Group
Delaware
$384K +$3.85K +9 +1%
SIA
1120
SeaBridge Investment Advisors
New Jersey
$384K – – –
RA
1121
RFG Advisory
Alabama
$382K +$12K +28 +3%
DWM
1122
Dakota Wealth Management
Florida
$381K -$32K -75 -8%
AWAP
1123
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$380K – – –
LWM
1124
Liberty Wealth Management
California
$379K -$4.7K -11 -1%
WMA
1125
Wealth Management Associates
New Jersey
$378K -$23.9K -56 -6%
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45
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