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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
APG
1226
Abacus Planning Group
South Carolina
$307K +$12.4K +30 +4%
NC
1227
North Capital
Utah
$306K -$414 -1 -0.1%
CL
1228
CIM LLC
New York
$306K – – –
NFW
1229
Noble Family Wealth
Florida
$304K – – –
CF
1230
Centaurus Financial
California
$302K -$2.48K -6 -0.8%
AWP
1231
Abacus Wealth Partners
California
$301K +$320K +773 New
OF
1232
Optimize Financial
California
$300K +$3.31K +8 +1%
BOM
1233
Bank of Marin
California
$299K – – –
SWM
1234
Scissortail Wealth Management
Oklahoma
$299K – – –
LJHT
1235
Laurie J. Hall Trustee
$298K -$24.8K -60 -7%
BWM
1236
Buska Wealth Management
Wisconsin
$297K – – –
BAM
1237
Belpointe Asset Management
Nevada
$297K +$7.45K +18 +2%
SAM
1238
Strategy Asset Managers
California
$297K -$12.4K -30 -4%
YIA
1239
YHB Investment Advisors
Connecticut
$296K -$1.65K -4 -0.5%
DLA
1240
Douglas Lane & Associates
New York
$295K -$3.31K -8 -1%
CMF
1241
Counterpoint Mutual Funds
California
$295K +$1.24K +3 +0.4%
WQ
1242
Wealth Quarterback
New Jersey
$294K -$206K -497 -40%
1CP
1243
1015 Capital Partners
Pennsylvania
$293K +$312K +754 New
WTB
1244
Washington Trust Bank
Washington
$292K -$76.9K -186 -20%
CGL
1245
Clarius Group LLC
Washington
$291K -$414 -1 -0.1%
SWM
1246
Segment Wealth Management
Texas
$291K – – –
OPA
1247
Old Port Advisors
Maine
$289K -$14.5K -35 -4%
MAWA
1248
Moss Adams Wealth Advisors
Washington
$289K +$3.31K +8 +1%
EP
1249
Essential Planning
New Hampshire
$287K – – –
EL
1250
EWA LLC
Pennsylvania
$286K +$98.8K +239 +48%
48 49
50
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