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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
WHG
1351
Westwood Holdings Group
Texas
$231K +$209K +529 New
HIS
1352
Horizon Investment Services
Indiana
$231K +$208K +527 New
SWA
1353
ShankerValleau Wealth Advisors
Illinois
$230K +$207K +525 New
TFA
1354
TPG Financial Advisors
Oregon
$230K +$207K +525 New
LCM
1355
Logan Capital Management
Pennsylvania
$229K – – –
WIC
1356
Woodmont Investment Counsel
Tennessee
$229K +$206K +523 New
AWA
1357
Acorn Wealth Advisors
Michigan
$228K +$206K +522 New
MHC
1358
May Hill Capital
Massachusetts
$227K +$205K +519 New
SCM
1359
Schnieders Capital Management
California
$227K +$205K +519 New
QL
1360
Quarry LP
New York
$225K +$7.5K +19 +4%
CSA
1361
Cottage Street Advisors
Massachusetts
$224K +$202K +511 New
HCM
1362
Hudson Capital Management
New Jersey
$222K +$200K +508 New
GFA
1363
Gladwyn Financial Advisors
Virginia
$222K +$200K +507 New
ACA
1364
Ackerman Capital Advisors
Texas
$222K +$200K +507 New
IWA
1365
IBEX Wealth Advisors
New Jersey
$221K +$200K +506 New
SA
1366
Sovran Advisors
California
$221K +$204K +518 New
TW
1367
TritonPoint Wealth
Maryland
$221K +$199K +505 New
PWP
1368
Private Wealth Partners
California
$221K -$59.2K -150 -23%
KA
1369
Klingman & Associates
New York
$220K +$198K +503 New
OFS
1370
Orrstown Financial Services
Pennsylvania
$220K +$198K +503 New
PP
1371
Pacifica Partners
Canada
$219K – – –
APW
1372
Aurora Private Wealth
New Jersey
$219K +$197K +500 New
MA
1373
MCF Advisors
Kentucky
$219K – – –
GIM
1374
Goelzer Investment Management
Indiana
$219K +$197K +500 New
PHS
1375
Pekin Hardy Strauss
Illinois
$219K +$197K +500 New
53 54
55
56 57