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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
BCMLT
1301
Beacon Capital Management LLC (Tennessee)
Tennessee
$329K +$935 +2 +0.3%
IFS
1302
Ifrah Financial Services
Arkansas
$327K +$11.2K +24 +4%
AIFAIM
1303
American Institute for Advanced Investment Management
Arizona
$327K – – –
WFMPM
1304
Woodley Farra Manion Portfolio Management
Indiana
$326K +$935 +2 +0.3%
NL
1305
NWAM LLC
Washington
$325K -$3.27K -7 -1%
NP
1306
NorthRock Partners
Minnesota
$324K -$6.55K -14 -2%
KFP
1307
KMG Fiduciary Partners
Ohio
$324K -$7.48K -16 -2%
SWRP
1308
Summit Wealth & Retirement Planning
California
$323K -$63.1K -135 -17%
EB
1309
Eastern Bank
Massachusetts
$322K -$6.98M -14,929 -96%
CH
1310
Cromwell Holdings
Wyoming
$320K – – –
TFG
1311
Taylor Financial Group
Virginia
$319K -$18.7K -40 -6%
OAM
1312
Oppenheimer Asset Management
New York
$319K +$28.1K +60 +10%
TPWA
1313
TRUE Private Wealth Advisors
Oregon
$318K -$1.4K -3 -0.5%
TWM
1314
TRB Wealth Management
Texas
$318K +$15.4K +33 +5%
RFS
1315
Richardson Financial Services
Massachusetts
$318K -$559K -1,195 -65%
DWM
1316
Destination Wealth Management
California
$318K -$59.4K -127 -16%
MFG
1317
MTM Financial Group
Pennsylvania
$314K -$23.4K -50 -7%
QFA
1318
Quantum Financial Advisors
California
$313K -$13.1K -28 -4%
SEIA
1319
Signature Estate & Investment Advisors
California
$313K +$12.2K +26 +4%
MSA
1320
Marathon Strategic Advisors
Pennsylvania
$312K -$10.3K -22 -3%
MHC
1321
May Hill Capital
Massachusetts
$312K +$42.6K +91 +17%
FOA
1322
Five Oceans Advisors
California
$312K -$3.74K -8 -1%
ICM
1323
Intrepid Capital Management
Florida
$312K +$27.1K +58 +10%
FMTC
1324
Farmers & Merchants Trust Company
California
$312K +$3.27K +7 +1%
PL
1325
Plancorp LLC
Missouri
$311K -$2.34K -5 -0.8%
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