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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
1801
Navigoe Wealth Management
California
$1K +$1.4K +3 New
TBFA
1802
Three Bearings Fiduciary Advisors
New Hampshire
$983 – – –
LWM
1803
Lodestone Wealth Management
Washington
$982 – – –
MWM
1804
Mascoma Wealth Management
New Hampshire
$982 – – –
CWM
1805
Copia Wealth Management
Oregon
$982 +$935 +2 New
FIM
1806
FWL Investment Management
Texas
$982 +$935 +2 New
NWMP
1807
Noble Wealth Management PBC
Colorado
$982 +$935 +2 New
3FI
1808
3 Factor Indexing
California
$492 – – –
BIM
1809
Breakwater Investment Management
Washington
$492 – – –
RPA
1810
Redwood Park Advisors
California
$492 – – –
PMFA
1811
Plante Moran Financial Advisors
Michigan
$491 -$126K -269 -100%
RJA
1812
Ross\Johnson & Associates
Minnesota
$491 – – –
T
1813
Tidemark
California
$491 – – –
MWM
1814
Mosley Wealth Management
California
$491 +$468 +1 New
TCM
1815
Timbuktu Capital Management
Massachusetts
$491 +$468 +1 New
CI
1816
Cordant Inc
Oregon
$444 +$468 +1 New
DWM
1817
Darwin Wealth Management
Florida
$275 – – –
RCM
1818
Raleigh Capital Management
North Carolina
$26 – – –
CC
1819
Cartenna Capital
Connecticut
– -$113M -270,000 Closed
NAMI
1820
Nomura Asset Management International
Pennsylvania
– -$43.3M -103,824 Closed
PTPFOECYE
1821
PBU - The Pension Fund of Early Childhood & Youth Educators
– -$35.2M -84,365 Closed
RCP
1822
RIT Capital Partners
United Kingdom
– -$21.7M -52,100 Closed
NS
1823
Night Squared
New York
– -$15.8M -38,032 Closed
MASUI
1824
MIRAE ASSET SECURITIES (USA) INC.
New York
– -$10.5M -25,130 Closed
SC
1825
SummitTX Capital
Texas
– -$9.9M -23,761 Closed
71 72
73
74 75