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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1151
Advisornet Financial
Minnesota
$279K +$71.5K +206 +40%
GA
1152
Geller Advisors
New York
$279K +$249K +719 New
BB
1153
Bell Bank
North Dakota
$276K +$2.08K +6 +0.9%
CSA
1154
Cottage Street Advisors
Massachusetts
$276K +$10.4K +30 +4%
LMKC
1155
L.M. Kohn & Company
Ohio
$276K – – –
AIM
1156
Athena Investment Management
California
$276K +$3.12K +9 +1%
OAM
1157
Oppenheimer Asset Management
New York
$276K +$8.67K +25 +4%
MCWA
1158
Meadow Creek Wealth Advisors
Georgia
$275K +$246K +708 New
MSA
1159
Marathon Strategic Advisors
Pennsylvania
$274K -$16K -46 -6%
MSFS
1160
Main Street Financial Solutions
Pennsylvania
$274K -$94.7K -273 -28%
AFM
1161
Armstrong Fleming & Moore
District of Columbia
$273K – – –
PPWM
1162
PFG Private Wealth Management
Florida
$273K -$1.73K -5 -0.7%
HWA
1163
HCR Wealth Advisors
California
$272K – – –
HWMO
1164
Heritage Wealth Management (Ohio)
Ohio
$272K -$17.3K -50 -7%
AA
1165
Alta Advisers
United Kingdom
$272K – – –
AP
1166
Atwood & Palmer
Missouri
$272K – – –
CWM
1167
Compass Wealth Management
Connecticut
$272K – – –
HTHT
1168
Hemenway Trust Hemenway Trust
New Hampshire
$272K – – –
WIC
1169
Wilkins Investment Counsel
Massachusetts
$272K – – –
I
1170
InceptionR
California
$272K +$243K +700 New
RIL
1171
Rothschild Investment LLC
Illinois
$271K -$11.1K -32 -4%
SCP
1172
Sivia Capital Partners
California
$270K +$694 +2 +0.3%
KFP
1173
KMG Fiduciary Partners
Ohio
$270K – – –
RZH
1174
Relyea Zuckerberg Hanson
Connecticut
$269K +$1.39K +4 +0.6%
PJWM
1175
Philip James Wealth Mangement
Georgia
$269K +$240K +691 New
45 46
47
48 49