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Allegion

Name Holding Trade Value Shares
Change
Change in
Stake
IWP
401
Icon Wealth Partners
Texas
$4K +$4.08K +51 New
VFA
402
Valeo Financial Advisors
Indiana
$4K +$4.41K +55 New
CTC
403
Central Trust Company
Missouri
$3K
CAC
404
Certified Advisory Corp
Florida
$3K
DAM
405
Delta Asset Management
Tennessee
$3K
EARNEST Partners
406
EARNEST Partners
Georgia
$3K
FMII
407
Farmers & Merchants Investments Inc
Nebraska
$3K
GTAM
408
Global Trust Asset Management
Florida
$3K
NWM
409
Northwest Wealth Management
Iowa
$3K
PW
410
Price Wealth
Texas
$3K +$1.76K +22 +100%
MPWT
411
MassMutual Private Wealth & Trust
Connecticut
$2.09K +$2.16K +27 New
GFP
412
Gryphon Financial Partners
Ohio
$2K -$160 -2 -6%
CAW
413
Cornerstone Advisors (Washington)
Washington
$2K
SIAS
414
Shine Investment Advisory Services
Colorado
$2K
LFA
415
Legacy Financial Advisors
Kentucky
$2K +$1.68K +21 New
Rockefeller Capital Management
416
Rockefeller Capital Management
New York
$2K +$2.24K +28 New
AC
417
Avestar Capital
New York
$1K
BWM
418
Baystate Wealth Management
Massachusetts
$1K
CFA
419
Carroll Financial Associates
North Carolina
$1K
EFSCE
420
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
GWS
421
Glassman Wealth Services
Virginia
$1K
MSFP
422
Mark Sheptoff Financial Planning
Connecticut
$1K
PFBT
423
Parkside Financial Bank & Trust
Missouri
$1K
SFSIG
424
San Francisco Sentry Investment Group
California
$1K
SAM
425
Shamrock Asset Management
Texas
$1K