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Allegion
ALLE

Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
351
Curi RMB Capital
Illinois
$926K +$147K +880 +18%
PFGIA
352
Patriot Financial Group Insurance Agency
Massachusetts
$916K +$229K +1,373 +31%
MWM
353
Mission Wealth Management
California
$908K -$27.2K -163 -3%
SFA
354
Sequoia Financial Advisors
Ohio
$902K +$365K +2,192 +63%
AC
355
AXQ Capital
New Jersey
$898K +$940K +5,639 New
BFA
356
Bragg Financial Advisors
North Carolina
$876K -$9.5K -57 -1%
GAM
357
Groupama Asset Management
France
$872K -$78.8K -473 -8%
HA
358
Herold Advisors
New York
$859K -$6.17K -37 -0.7%
MAM
359
Martingale Asset Management
Massachusetts
$846K – – –
IAA
360
Independent Advisor Alliance
North Carolina
$838K +$577K +3,460 +192%
HW
361
Hancock Whitney
Mississippi
$825K +$14.8K +89 +2%
HIMCH
362
Hartford Investment Management Co (HIMCO)
Connecticut
$804K – – –
RWM
363
Ritholtz Wealth Management
New York
$803K +$580K +3,477 +222%
WHCI
364
W.H. Cornerstone Investments
Massachusetts
$795K -$79K -474 -9%
USCWA
365
U.S. Capital Wealth Advisors
Texas
$788K +$825K +4,949 New
CCG
366
Ceeto Capital Group
Florida
$780K -$28.3K -170 -3%
LA
367
LVW Advisors
New York
$774K -$65.7K -394 -8%
GIBU
368
Gulf International Bank (UK)
United Kingdom
$773K – – –
OAM
369
Oppenheimer Asset Management
New York
$752K -$28.5K -171 -3%
DG
370
DMC Group
Alabama
$748K +$88.3K +530 +13%
ICP
371
Impact Capital Partners
Colorado
$745K -$3.5K -21 -0.4%
CFO
372
Callan Family Office
Pennsylvania
$742K +$337K +2,023 +77%
ARC
373
Advisor Resource Council
Texas
$741K +$747K +4,479 New
DILIC
374
Dai-ichi Life Insurance Company
Japan
$739K – – –
SOW
375
State of Wyoming
Wyoming
$730K -$210K -1,259 -22%
13 14
15
16 17