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Ingersoll Rand
IR

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
826
SHP Wealth Management
Massachusetts
$3.36K -$77 -1 -2%
FGC
827
Financial Gravity Companies
Texas
$3.36K +$3.17K +41 New
QL
828
Quarry LP
New York
$3.28K +$3.1K +40 New
SIM
829
Synergy Investment Management
Florida
$3.21K +$2.94K +38 New
DPW
830
DiNuzzo Private Wealth
Pennsylvania
$3.12K – – –
SWP
831
Strategic Wealth Partners
Ohio
$3.03K -$3.1K -40 -52%
BWS
832
Buck Wealth Strategies
Colorado
$3.03K +$2.86K +37 New
CCMI
833
Creative Capital Management Investments
California
$3.03K +$2.86K +37 New
PJC
834
Phillip James Consulting
Minnesota
$2.95K – – –
HFS
835
Hughes Financial Services
Virginia
$2.95K +$619 +8 +29%
KFP
836
Kerr Financial Planning
California
$2.88K – – –
RWM
837
Rialto Wealth Management
New York
$2.87K +$928 +12 +52%
PWMG
838
Prestige Wealth Management Group
New Jersey
$2.87K +$1.08K +14 +67%
LF
839
LifeSteps Financial
California
$2.87K +$2.71K +35 New
BH
840
Burk Holdings
Oklahoma
$2.54K -$1.47K -19 -38%
CFM
841
Compass Financial Management
Florida
$2.46K +$2.32K +30 New
AFG
842
Albion Financial Group
Utah
$2.46K – – –
SC
843
Swan Capital
Florida
$2.46K – – –
DWM
844
Dogwood Wealth Management
Kansas
$2.38K -$3.56K -46 -61%
LWM
845
Lodestone Wealth Management
Washington
$2.05K – – –
OAJ
846
Ogorek Anthony Joseph
New York
$2K -$2.24K -29 -51%
PCM
847
Penserra Capital Management
California
$2K – – –
WWM
848
Wolff Wiese Magana
California
$1.89K – – –
ADL
849
Asset Dedication LLC
California
$1.89K +$851 +11 +92%
HNW
850
High Note Wealth
Minnesota
$1.8K -$1.47K -19 -46%
32 33
34
35 36