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Allegion
ALLE

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
401
Steward Partners Investment Advisory
New York
$18K +$9.74K +96 +107%
KFS
402
Kelly Financial Services
Massachusetts
$16.6K – – –
AF
403
Advisornet Financial
Minnesota
$16K – – –
DSC
404
Duncker Streett & Co
Missouri
$16K – – –
WTC
405
WhitTier Trust Company
Nevada
$15K – – –
RE
406
RBC Europe
United Kingdom
$14.8K – – –
FRA
407
Front Row Advisors
California
$14K – – –
EWM
408
Endurance Wealth Management
Rhode Island
$13K – – –
OIA
409
Optimum Investment Advisors
Illinois
$13K – – –
PCM
410
Penserra Capital Management
California
$13K +$1.62K +16 +13%
FHC
411
First Horizon Corporation
Tennessee
$12K +$12.4K +122 New
AIM
412
Anchor Investment Management
South Carolina
$11.4K +$4.06K +40 +53%
GAM
413
Gemmer Asset Management
California
$11K – – –
NSIM
414
North Star Investment Management
Illinois
$11K – – –
TFO
415
Tarbox Family Office
California
$11K – – –
VCM
416
Versant Capital Management
Arizona
$11K – – –
CT
417
Caldwell Trust
Florida
$10.2K – – –
LC
418
Lindbrook Capital
California
$10K -$1.42K -14 -12%
APWM
419
Atlas Private Wealth Management
New York
$10K – – –
WT
420
Washington Trust
Rhode Island
$10K +$10.3K +101 New
TCCM
421
Timber Creek Capital Management
Massachusetts
$9K – – –
NFG
422
Next Financial Group
Texas
$9K +$9.44K +93 New
RWM
423
Raffa Wealth Management
District of Columbia
$8.9K +$305 +3 +3%
PFSC
424
Peoples Financial Services Corp
Pennsylvania
$8K – – –
FFA
425
Founders Financial Alliance
North Carolina
$8K +$9.14K +90 New
15 16
17
18 19