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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1251
First Foundation Advisors
California
$224K – – –
AIFAIM
1252
American Institute for Advanced Investment Management
Arizona
$224K +$240K +665 New
FNBOO
1253
First National Bank of Omaha
Nebraska
$224K – – –
TPWA
1254
TRUE Private Wealth Advisors
Oregon
$223K – – –
PCA
1255
Purkiss Capital Advisors
Connecticut
$222K +$238K +660 New
SF
1256
Safeguard Financial
Wisconsin
$222K +$6.87K +19 +3%
PL
1257
Plancorp LLC
Missouri
$222K +$8.31K +23 +4%
PMAM
1258
Picton Mahoney Asset Management
Ontario, Canada
$222K +$238K +660 New
LSIA
1259
LaSalle St. Investment Advisors
Illinois
$221K – – –
PWP
1260
Private Wealth Partners
California
$221K – – –
LA
1261
Legacy Advisors
Pennsylvania
$220K +$13.7K +38 +6%
FOA
1262
Five Oceans Advisors
California
$220K – – –
RBFC
1263
Roman Butler Fullerton & Co
Missouri
$219K -$57.5K -159 -20%
CH
1264
Cromwell Holdings
Wyoming
$219K – – –
PRS
1265
Pinkerton Retirement Specialists
Idaho
$219K +$235K +651 New
SIM
1266
Sentry Investment Management
Wisconsin
$219K -$74.8K -207 -23%
OF
1267
Optimize Financial
California
$217K +$15.9K +44 +7%
MRC
1268
Millburn Ridgefield Corp
New York
$216K +$232K +642 New
MFG
1269
MTM Financial Group
Pennsylvania
$216K – – –
MEG
1270
Millstone Evans Group
Colorado
$215K +$2.53K +7 +1%
APG
1271
Abacus Planning Group
South Carolina
$215K -$8.67K -24 -4%
AFGAS
1272
Allegiance Financial Group Advisory Services
Virginia
$215K +$230K +637 New
OTPPB
1273
Ontario Teachers' Pension Plan Board
Ontario, Canada
$214K -$512K -1,418 -69%
AIM
1274
Athena Investment Management
California
$214K – – –
CP
1275
Clarendon Private
Massachusetts
$213K +$228K +632 New
49 50
51
52 53