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Allegion
ALLE

Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
326
Aris Wealth Services
Pennsylvania
$4K – – –
BCMIO
327
Beacon Capital Management Inc (Ohio)
Ohio
$4K – – –
EWM
328
Evercore Wealth Management
New York
$4K – – –
RAM
329
Riggs Asset Management
Pennsylvania
$4K – – –
TFO
330
Tarbox Family Office
California
$4K – – –
WTB
331
Washington Trust Bank
Washington
$4K – – –
BCM
332
Brookstone Capital Management
Illinois
$4K +$4.54K +74 New
PIA
333
Piedmont Investment Advisors
North Carolina
$2.1K -$123 -2 -5%
JIC
334
Joel Isaacson & Co
New York
$2K -$445K -7,253 -100%
OC
335
Oakworth Capital
Alabama
$2K -$61.2K -998 -97%
WCM
336
Wealthcare Capital Management
Virginia
$2K -$1.96K -32 -44%
CBT
337
Central Bank & Trust
Kentucky
$2K – – –
DAM
338
Delta Asset Management
Tennessee
$2K – – –
FWM
339
Focused Wealth Management
New York
$2K – – –
IWMPD
340
Integrated Wealth Management (Palm Desert)
California
$2K – – –
RA
341
Rational Advisors
New York
$2K – – –
WA
342
WFG Advisors
Texas
$2K – – –
WOC
343
West Oak Capital
California
$1.26K – – –
FMII
344
Farmers & Merchants Investments Inc
Nebraska
$1K – – –
MSFP
345
Mark Sheptoff Financial Planning
Connecticut
$1K – – –
SAM
346
Shamrock Asset Management
Texas
$1K – – –
BC
347
Bartlett & Co
Ohio
$1K +$981 +16 New
WIC
348
Woodmont Investment Counsel
Tennessee
$1K +$1.35K +22 New
NFG
349
Next Financial Group
Texas
$1K +$2.02K +33 New
TFM
350
Trian Fund Management
New York
– -$101M -1,655,388 Closed
12 13
14
15 16