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Ingersoll Rand
IR

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
601
Prelude Capital Management
New York
$249K +$224K +2,621 New
GRP
602
Global Retirement Partners
California
$249K +$29.5K +345 +15%
FAB
603
First American Bank
Illinois
$248K – – –
EWA
604
Exencial Wealth Advisors
Oklahoma
$246K -$7.18K -84 -3%
CI
605
CX Institutional
Indiana
$243K +$219K +2,564 New
AFG
606
Allegheny Financial Group
Pennsylvania
$243K +$219K +2,558 New
PAM
607
Palisade Asset Management
Minnesota
$242K -$38.5K -450 -15%
CWP
608
Cyndeo Wealth Partners
Florida
$242K -$21.3K -249 -9%
FHA
609
First Horizon Advisors
Tennessee
$241K +$770 +9 +0.4%
APP
610
Avantax Planning Partners
Iowa
$239K -$9.92K -116 -4%
FI
611
Fractal Investments
Connecticut
$237K +$214K +2,500 New
AAS
612
Avantax Advisory Services
Texas
$237K +$214K +2,500 New
BAM
613
Belpointe Asset Management
Nevada
$237K +$213K +2,495 New
B
614
Bailard
California
$237K +$213K +2,494 New
WPW
615
Waldron Private Wealth
Pennsylvania
$237K +$213K +2,491 New
WCM
616
WealthBridge Capital Management
Ohio
$234K -$15.5K -181 -7%
RG
617
Retirement Group
California
$234K -$27.8K -325 -5%
GWM
618
Gray Wealth Management
Maine
$232K +$209K +2,444 New
AC
619
Avestar Capital
New York
$231K +$208K +2,430 New
NG
620
Northstar Group
New York
$229K -$18.8K -220 -8%
ONSWM
621
Old North State Wealth Management
North Carolina
$229K +$206K +2,412 New
HAS
622
HBW Advisory Services
California
$229K – – –
ST
623
Spinnaker Trust
Maine
$229K +$206K +2,410 New
IWC
624
Integrated Wealth Concepts
Massachusetts
$227K +$205K +2,395 New
VFA
625
Valeo Financial Advisors
Indiana
$227K +$210K +2,450 New
23 24
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