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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1251
Kooman & Associates
Pennsylvania
$222K +$198K +570 New
SSWM
1252
Smith Salley Wealth Management
North Carolina
$221K +$197K +568 New
ET
1253
Equitable Trust
Tennessee
$220K +$196K +565 New
LA
1254
Legacy Advisors
Pennsylvania
$220K +$196K +565 New
BCP
1255
Berkeley Capital Partners
Georgia
$219K +$196K +564 New
C
1256
Certuity
Florida
$219K -$260K -750 -57%
FNA
1257
First National Advisers
Nebraska
$218K +$195K +561 New
NSIM
1258
North Star Investment Management
Illinois
$218K – – –
SMH
1259
Sanders Morris Harris
Texas
$217K -$69.4K -200 -26%
HWA
1260
Heartwood Wealth Advisors
Virginia
$217K -$55.2K -159 -22%
SCTC
1261
Sanibel Captiva Trust Company
Florida
$217K +$194K +558 New
LP
1262
LGL Partners
Pennsylvania
$216K +$193K +556 New
SCM
1263
Stevens Capital Management
Pennsylvania
$216K -$314K -905 -62%
SWP
1264
Strategic Wealth Partners
Ohio
$216K +$193K +555 New
TWA
1265
TCI Wealth Advisors
Arizona
$214K +$191K +551 New
SOW
1266
State of Wyoming
Wyoming
$214K +$89.5K +258 +88%
MCWS
1267
McKinley Carter Wealth Services
West Virginia
$214K +$191K +550 New
XT
1268
XTX Topco
Cayman Islands
$212K -$2.76M -7,943 -94%
VCAM
1269
Van Cleef Asset Management
Ohio
$212K +$189K +545 New
AFG
1270
ABLE Financial Group
Arizona
$210K +$187K +540 New
GRQ
1271
Gardner Russo & Quinn
Pennsylvania
$210K +$187K +540 New
IC
1272
Iconiq Capital
California
$209K +$187K +538 New
OFS
1273
Orrstown Financial Services
Pennsylvania
$209K +$187K +538 New
BBA
1274
Braun-Bostich & Associates
Pennsylvania
$208K +$186K +535 New
CASB
1275
Cape Ann Savings Bank
Massachusetts
$208K +$186K +535 New
49 50
51
52 53