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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
FOA
1326
Five Oceans Advisors
California
$268K – – –
EI
1327
Ellevest Inc
New York
$268K +$14.4K +34 +6%
IFS
1328
Ifrah Financial Services
Arkansas
$267K -$4.67K -11 -2%
DM
1329
Diversified Management
Wisconsin
$265K +$2.97K +7 +1%
BBA
1330
Braun-Bostich & Associates
Pennsylvania
$265K +$28.9K +68 +12%
IWA
1331
Icon Wealth Advisors
Texas
$264K -$473K -1,115 -67%
AIM
1332
Athena Investment Management
California
$264K – – –
MEG
1333
Millstone Evans Group
Colorado
$263K – – –
BOM
1334
Bank of Marin
California
$263K -$57.3K -135 -18%
MFP
1335
Meridian Financial Partners
Virginia
$263K – – –
PJWM
1336
Philip James Wealth Mangement
Georgia
$263K -$9.34K -22 -3%
CCM
1337
Crew Capital Management
Ohio
$262K – – –
FMTC
1338
Farmers & Merchants Trust Company
California
$262K – – –
CFG
1339
Cooper Financial Group
California
$261K -$17.4K -41 -6%
OL
1340
OneFund LLC
Florida
$260K -$18.7K -44 -7%
GCA
1341
Genesee Capital Advisors
New York
$259K – – –
JIC
1342
Joel Isaacson & Co
New York
$258K – – –
PWP
1343
Private Wealth Partners
California
$258K – – –
BBNB
1344
Baker Boyer National Bank
Washington
$257K – – –
LWCFA
1345
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$257K +$88.3K +208 +61%
TWM
1346
TRB Wealth Management
Texas
$256K +$261K +615 New
BCP
1347
Berkeley Capital Partners
Georgia
$255K +$8.07K +19 +3%
SEIA
1348
Signature Estate & Investment Advisors
California
$255K -$2.12K -5 -0.8%
TWM
1349
Tradition Wealth Management
Minnesota
$254K +$3.82K +9 +2%
LWPC
1350
Legacy Wealth Partners (Colorado)
Colorado
$254K +$259K +609 New
52 53
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55 56