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Ingersoll Rand
IR

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
626
Morse Asset Management
Connecticut
$271K – – –
OIS
627
Okabena Investment Services
Minnesota
$271K +$299K +3,000 New
GAM
628
Griffin Asset Management
New York
$269K – – –
CLOS
629
Compagnie Lombard Odier SCmA
Switzerland
$268K – – –
ONSWM
630
Old North State Wealth Management
North Carolina
$268K +$9.96K +100 +3%
FHA
631
Flagship Harbor Advisors
Massachusetts
$268K -$2.99K -30 -1%
PP
632
Patron Partners
Texas
$266K +$51.7K +519 +21%
CSP
633
Cary Street Partners
Virginia
$264K +$291K +2,919 New
AC
634
Avestar Capital
New York
$264K -$36.2K -364 -11%
LNB
635
Ledyard National Bank
$263K +$3.48K +35 +1%
EWA
636
Exencial Wealth Advisors
Oklahoma
$262K +$32.6K +327 +13%
SWP
637
Sagespring Wealth Partners
Tennessee
$259K +$286K +2,868 New
CFO
638
Callan Family Office
Pennsylvania
$255K +$281K +2,824 New
GIA
639
GHP Investment Advisors
Colorado
$255K – – –
HAS
640
HBW Advisory Services
California
$254K +$3.29K +33 +1%
SEIA
641
Signature Estate & Investment Advisors
California
$253K +$7.17K +72 +3%
WG
642
Welch Group
Alabama
$248K +$5.87K +59 +2%
CI
643
CX Institutional
Indiana
$248K +$17K +171 +7%
HWA
644
Heritage Wealth Advisors
Virginia
$247K +$498 +5 +0.2%
EH
645
Equitable Holdings
New York
$245K -$6.77K -68 -2%
PFPT
646
Pinnacle Financial Partners (Tennessee)
Tennessee
$245K – – –
SWM
647
Spire Wealth Management
Virginia
$245K -$64.6K -649 -19%
TC
648
TownSquare Capital
Utah
$244K +$269K +2,697 New
EFS
649
Essex Financial Services
Connecticut
$243K +$55K +552 +26%
CAM
650
Creekmur Asset Management
Illinois
$243K -$199 -2 -0.1%
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