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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
1601
Davis Capital Management
Florida
$82K +$11.2K +24 +17%
CAL
1602
Capital Advisors Ltd
Ohio
$82K -$8.89K -19 -10%
MFT
1603
Moisand Fitzgerald Tamayo
Florida
$80.5K +$13.6K +29 +21%
FC
1604
Financial Consulate
Maryland
$78.6K – – –
JWA
1605
JFS Wealth Advisors
Pennsylvania
$77.6K +$935 +2 +1%
SWA
1606
Strategic Wealth Advisors
Arizona
$77K – – –
ISWM
1607
Intesa Sanpaolo Wealth Management
$76.1K – – –
LF
1608
LifeSteps Financial
California
$74.2K +$70.6K +151 New
BIAS
1609
Beacon Investment Advisory Services
New Jersey
$73.7K – – –
PS
1610
Pinney & Scofield
Massachusetts
$73.7K – – –
MWA
1611
Medallion Wealth Advisors
Connecticut
$73.2K -$3.74K -8 -5%
LI
1612
LRI Investments
Florida
$71.5K -$22.4K -48 -0.1%
JFA
1613
JNBA Financial Advisors
Minnesota
$70.7K +$1.87K +4 +3%
PWA
1614
Principia Wealth Advisory
Texas
$70.2K +$58.9K +126 +741%
TFM
1615
TFC Financial Management
Massachusetts
$69.7K +$935 +2 +1%
BG
1616
Bollard Group
Massachusetts
$68K – – –
MEG
1617
Millstone Evans Group
Colorado
$67.8K -$231K -494 -78%
OSNBOA
1618
Old Second National Bank of Aurora
Illinois
$66.3K – – –
CCWM
1619
Cassaday & Co Wealth Management
Virginia
$66.3K +$935 +2 +2%
MUMSS
1620
Mitsubishi UFJ Morgan Stanley Securities
Japan
$65.8K -$153K -327 -71%
P
1621
Palladiem
Pennsylvania
$61.7K +$468 +1 +0.8%
MAM
1622
Morse Asset Management
Connecticut
$61.4K – – –
AIC
1623
Archer Investment Corporation
Indiana
$60.7K +$468 +1 +0.8%
BTD
1624
BankPlus Trust Department
Mississippi
$60.4K – – –
PWAM
1625
Private Wealth Asset Management
Iowa
$60.4K – – –
63 64
65
66 67