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Allegion
ALLE

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
301
Financial Management Professionals
Texas
$12K – – –
BAM
302
Barrett Asset Management
New York
$12K +$9.54K +167 +506%
MWAN
303
Mariner Wealth Advisors (NYC)
Kansas
$12K +$11K +192 New
DSC
304
Duncker Streett & Co
Missouri
$10K – – –
MA
305
MCF Advisors
Kentucky
$10K – – –
WTC
306
WhitTier Trust Company
Nevada
$9K – – –
TDC
307
Thompson Davis & Co
Virginia
$9K +$857 +15 +12%
TWA
308
TCI Wealth Advisors
Arizona
$9K +$6.57K +115 +359%
PRS
309
Pinkerton Retirement Specialists
Idaho
$8K -$188K -3,287 -96%
HDIM
310
Hanson & Doremus Investment Management
Vermont
$8K -$12K -210 -61%
SF
311
Synovus Financial
Georgia
$8K +$57 +1 +0.8%
GWA
312
Genesis Wealth Advisors
Massachusetts
$7.33K – – –
CFSG
313
Community Financial Services Group
Vermont
$7K – – –
GAM
314
Gemmer Asset Management
California
$7K +$971 +17 +17%
CCS
315
Crosspoint Capital Strategies
California
$6K +$5.77K +101 New
PFSC
316
Peoples Financial Services Corp
Pennsylvania
$5K – – –
TSW
317
Thompson Siegel & Walmsley
Virginia
$5K – – –
WTB
318
Washington Trust Bank
Washington
$4K -$457 -8 -11%
BCMIO
319
Beacon Capital Management Inc (Ohio)
Ohio
$4K – – –
EWM
320
Evercore Wealth Management
New York
$4K – – –
RAM
321
Riggs Asset Management
Pennsylvania
$4K – – –
TFO
322
Tarbox Family Office
California
$4K +$400 +7 +11%
AWS
323
Aris Wealth Services
Pennsylvania
$4K +$3.37K +59 New
WCM
324
Wealthcare Capital Management
Virginia
$4K +$4.17K +73 New
PIA
325
Piedmont Investment Advisors
North Carolina
$2.26K – – –
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13
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