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Allegion
ALLE

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
401
Cary Street Partners Investment Advisory
Virginia
$229K +$224K +1,641 New
GLA
402
Great Lakes Advisors
Illinois
$226K -$133K -975 -38%
BIM
403
Baldwin Investment Management
Pennsylvania
$223K -$20.5K -150 -9%
BFS
404
Bradley Foster & Sargent
Connecticut
$223K – – –
IA
405
IFG Advisory
Georgia
$213K +$210K +1,535 New
VI
406
Vestcor Inc
New Brunswick, Canada
$212K -$23K -168 -10%
FRM
407
Fox Run Management
Connecticut
$212K +$208K +1,520 New
SP
408
Symmetry Partners
Connecticut
$211K -$140K -1,027 -40%
FA
409
Fermata Advisors
California
$211K +$207K +1,513 New
CCM
410
Compton Capital Management
Rhode Island
$211K +$207K +1,515 New
TAM
411
Tocqueville Asset Management
New York
$211K +$207K +1,516 New
MFW
412
Meristem Family Wealth
Minnesota
$210K +$206K +1,504 New
CASB
413
Cape Ann Savings Bank
Massachusetts
$209K +$205K +1,500 New
VNA
414
Valley National Advisers
Pennsylvania
$208K – – –
AAM
415
Aureus Asset Management
Massachusetts
$205K +$201K +1,472 New
GWM
416
Gitterman Wealth Management
New Jersey
$204K +$201K +1,468 New
CA
417
Capitolis Advisors
New York
$202K – – –
CHAM
418
Clear Harbor Asset Management
Connecticut
$202K +$198K +1,450 New
SWM
419
SeaCrest Wealth Management
New York
$200K +$197K +1,439 New
FDCDDQ
420
Federation des caisses Desjardins du Quebec
Quebec, Canada
$199K – – –
MA
421
Montag & Associates
Georgia
$188K – – –
PA
422
Parallel Advisors
California
$181K -$68.5K -501 -28%
AIP
423
Ameritas Investment Partners
Nebraska
$175K – – –
HPC
424
HM Payson & Co
Maine
$173K – – –
HWMA
425
Heritage Wealth Management (Arizona)
Arizona
$167K +$47K +344 +40%
15 16
17
18 19