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Trane Technologies
TT

Name Holding Trade Value Shares
Change 		Change in
Stake
LMKC
1151
L.M. Kohn & Company
Ohio
$233K – – –
FPCG
1152
Forum Private Client Group
Indiana
$233K – – –
PPWM
1153
PFG Private Wealth Management
Florida
$232K +$10.2K +32 +5%
BB
1154
Bell Bank
North Dakota
$232K – – –
AFM
1155
Armstrong Fleming & Moore
District of Columbia
$231K – – –
CIP
1156
Convergence Investment Partners
Florida
$231K -$8.59K -27 -4%
HWA
1157
HCR Wealth Advisors
California
$231K – – –
WIC
1158
Wilkins Investment Counsel
Massachusetts
$230K -$15.9K -50 -7%
AIM
1159
Athena Investment Management
California
$230K -$3.5K -11 -2%
AP
1160
Atwood & Palmer
Missouri
$230K -$3.18K -10 -1%
AA
1161
Alta Advisers
United Kingdom
$230K – – –
CWM
1162
Compass Wealth Management
Connecticut
$230K – – –
HTHT
1163
Hemenway Trust Hemenway Trust
New Hampshire
$230K – – –
IIC
1164
Integrated Investment Consultants
Michigan
$230K – – –
KFP
1165
KMG Fiduciary Partners
Ohio
$228K -$1.59K -5 -0.7%
LAS
1166
LWM Advisory Services
Florida
$228K +$108K +340 +40%
SCP
1167
Sivia Capital Partners
California
$228K +$220K +692 New
RZH
1168
Relyea Zuckerberg Hanson
Connecticut
$227K +$219K +689 New
OAM
1169
Oppenheimer Asset Management
New York
$225K +$218K +684 New
SB
1170
Strategic Blueprint
Georgia
$224K +$1.91K +6 +0.9%
CSA
1171
Cottage Street Advisors
Massachusetts
$224K -$3.5K -11 -2%
HFS
1172
Heritage Financial Services
Massachusetts
$223K – – –
TFA
1173
TPG Financial Advisors
Oregon
$223K +$215K +677 New
IC
1174
Inscription Capital
Texas
$223K +$318 +1 +0.1%
FOA
1175
Five Oceans Advisors
California
$222K -$17.2K -54 -7%
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48 49