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Allegion
ALLE

Name Holding Trade Value Shares
Change 		Change in
Stake
MFW
326
Mosaic Family Wealth
Missouri
$20K – – –
IA
327
IFP Advisors
Florida
$20K +$18.8K +283 New
WEC
328
Winslow Evans & Crocker
Massachusetts
$19.9K – – –
CTC
329
Central Trust Company
Missouri
$18K – – –
PFBT
330
Parkside Financial Bank & Trust
Missouri
$17K – – –
S
331
SignatureFD
Georgia
$16K -$6.71K -101 -30%
TWA
332
TCI Wealth Advisors
Arizona
$15K – – –
PHK
333
Point72 Hong Kong
Hong Kong
$14K – – –
EWM
334
Evercore Wealth Management
New York
$13K -$11.5K -173 -48%
FMP
335
Financial Management Professionals
Texas
$13K – – –
WAM
336
Wealthspire Advisors (Maryland)
Maryland
$12K -$39.4K -593 -77%
DSC
337
Duncker Streett & Co
Missouri
$11K – – –
TDC
338
Thompson Davis & Co
Virginia
$11K +$5.05K +76 +92%
ASN
339
Advisory Services Network
Georgia
$10K -$4.65K -70 -32%
VCM
340
Versant Capital Management
Arizona
$10K – – –
WTC
341
WhitTier Trust Company
Nevada
$10K – – –
PCM
342
Penserra Capital Management
California
$10K +$3.25K +49 +49%
PRS
343
Pinkerton Retirement Specialists
Idaho
$9K – – –
GAM
344
Gemmer Asset Management
California
$9K +$930 +14 +12%
CG
345
Cutler Group
California
$8K -$103K -1,552 -92%
TFO
346
Tarbox Family Office
California
$7K – – –
CFA
347
CT Financial Advisors
Pennsylvania
$6.94K -$8.37K -126 -56%
LNB
348
Ledyard National Bank
$6K – – –
PFSC
349
Peoples Financial Services Corp
Pennsylvania
$6K – – –
SHJ
350
Sharkey, Howes & Javer
Colorado
$6K – – –
12 13
14
15 16