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Allegion

Name Holding Trade Value Shares
Change
Change in
Stake
BFC
401
Bedel Financial Consulting
Indiana
$16K +$16.1K +192 New
TWA
402
TCI Wealth Advisors
Arizona
$15K – – –
ASN
403
Advisory Services Network
Georgia
$15K +$335 +4 +2%
TIM
404
Tortoise Investment Management
New York
$14K – – –
SFG
405
SevenBridge Financial Group
Pennsylvania
$13K -$17.4K -208 -58%
DSC
406
Duncker Streett & Co
Missouri
$13K – – –
WTC
407
WhitTier Trust Company
Nevada
$13K – – –
PGWM
408
Parisi Gray Wealth Management
New Jersey
$12K – – –
VCM
409
Versant Capital Management
Arizona
$12K – – –
CG
410
Cutler Group
California
$11K -$7.79K -93 -42%
GAM
411
Gemmer Asset Management
California
$11K – – –
PRS
412
Pinkerton Retirement Specialists
Idaho
$11K – – –
FRA
413
Front Row Advisors
California
$10K – – –
NSIM
414
North Star Investment Management
Illinois
$10K – – –
TJHA
415
Thomas J. Herzfeld Advisors
Florida
$9K – – –
TL
416
TrueWealth LLC
Georgia
$9K – – –
WIM
417
Westside Investment Management
California
$8.82K – – –
PCG
418
Private Capital Group
Connecticut
$8K – – –
SIC
419
Salem Investment Counselors
North Carolina
$8K – – –
IIC
420
Integrated Investment Consultants
Michigan
$8K +$8.3K +99 New
OIA
421
OneDigital Investment Advisors
Kansas
$7K -$19.7K -235 -74%
KA
422
Kaizen Advisory
Illinois
$7K – – –
PFSC
423
Peoples Financial Services Corp
Pennsylvania
$7K – – –
SHJ
424
Sharkey, Howes & Javer
Colorado
$7K – – –
TFO
425
Tarbox Family Office
California
$7K – – –