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Allegion

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
351
Integrated Wealth Concepts
Massachusetts
$573K -$11.9K -84 -2%
BFO
352
Boston Family Office
Massachusetts
$568K
AG
353
Algert Global
California
$568K +$615K +4,345 New
SG Americas Securities
354
SG Americas Securities
New York
$566K -$386K -2,731 -39%
WAM
355
Weatherly Asset Management
California
$564K
KAS
356
Kestra Advisory Services
Texas
$560K -$9.2K -65 -1%
WB
357
WesBanco Bank
West Virginia
$552K
ONB
358
Old National Bancorp
Indiana
$552K +$70.7K +500 +13%
FIM
359
Freedom Investment Management
Connecticut
$552K -$58.4K -413 -9%
NMERB
360
New Mexico Educational Retirement Board
New Mexico
$547K -$14.1K -100 -2%
MFS
361
Mirabella Financial Services
United Kingdom
$544K -$6.67M -47,146 -92%
FC
362
Farringdon Capital
United Kingdom
$542K +$586K +4,145 New
RC
363
Rovin Capital
Arizona
$538K -$160K -1,128 -21%
LIM
364
Leavell Investment Management
Alabama
$537K
AAS
365
Avantax Advisory Services
Texas
$537K +$51.6K +365 +10%
Northwestern Mutual Wealth Management
366
Northwestern Mutual Wealth Management
Wisconsin
$532K +$63.8K +451 +12%
CIM
367
Contravisory Investment Management
Massachusetts
$531K +$575K +4,064 New
MAM
368
Martingale Asset Management
Massachusetts
$523K +$566K +4,004 New
Cambridge Investment Research Advisors
369
Cambridge Investment Research Advisors
Iowa
$522K +$13.4K +95 +2%
KIA
370
Knollwood Investment Advisory
Maryland
$521K
DWM
371
Dynasty Wealth Management
Florida
$512K -$8.63K -61 -2%
ICP
372
Impact Capital Partners
Colorado
$509K +$551K +3,894 New
DG
373
DMC Group
Alabama
$505K +$123K +870 +29%
PAS
374
Park Avenue Securities
New York
$503K +$51.2K +362 +10%
QL
375
Quarry LP
New York
$500K +$505K +3,572 +1,390%