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Ingersoll Rand
IR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
901
Clark Wealth Partners
Illinois
$2.08K +$2.29K +23 New
PWMG
902
Prestige Wealth Management Group
New Jersey
$1.9K – – –
HCA
903
Heck Capital Advisors
Wisconsin
$1.81K +$1.99K +20 New
NC
904
NewSquare Capital
Pennsylvania
$1.81K +$1.99K +20 New
HCM
905
Hollencrest Capital Management
California
$1.72K – – –
TWD
906
True Wealth Design
Ohio
$1.54K +$100 +1 +6%
LAM
907
Lummis Asset Management
Texas
$1.36K – – –
WCM
908
WealthTrak Capital Management
Virginia
$1.36K +$1.49K +15 New
CWC
909
Carolinas Wealth Consulting
North Carolina
$1.18K +$498 +5 +63%
PWA
910
Principia Wealth Advisory
Texas
$995 +$1.09K +11 New
LWCFA
911
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$919 – – –
CPG
912
Cornerstone Planning Group
New Jersey
$919 +$199 +2 +25%
AP
913
Atwood & Palmer
Missouri
$905 – – –
CAWM
914
Capital A Wealth Management
Pennsylvania
$905 +$996 +10 New
CT
915
Coastline Trust
Rhode Island
$905 +$996 +10 New
OSNBOA
916
Old Second National Bank of Aurora
Illinois
$814 +$896 +9 New
BFPW
917
BOK Financial Private Wealth
Colorado
$724 +$796 +8 New
PWA
918
Physician Wealth Advisors
Utah
$634 +$697 +7 New
TIM
919
Tortoise Investment Management
New York
$633 +$697 +7 New
WW
920
Winnow Wealth
Texas
$560 +$697 +7 New
PWM
921
Parkworth Wealth Management
California
$543 +$597 +6 New
RPA
922
Redwood Park Advisors
California
$543 +$597 +6 New
PCTC
923
Perkins Coie Trust Company
Washington
$542 – – –
HIA
924
Harbor Investment Advisory
Maryland
$452 – – –
SMAM
925
Sugar Maple Asset Management
Wisconsin
$452 +$498 +5 New
35 36
37
38 39