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Allegion

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
401
Lido Advisors
California
$400K +$56.3K +412 +17%
BBHC
402
Brown Brothers Harriman & Co
New York
$398K +$18.7K +137 +5%
Wealthfront Advisers
403
Wealthfront Advisers
California
$398K +$20K +146 +6%
WA
404
Wealth Alliance
New York
$397K +$97.3K +712 +35%
QC
405
Quadrature Capital
United Kingdom
$395K -$25K -183 -6%
CFO
406
Callan Family Office
Pennsylvania
$391K +$371K +2,711 New
FFWA
407
FRG Family Wealth Advisors
Washington
$390K
GWMR
408
GC Wealth Management RIA
Massachusetts
$390K +$27.9K +204 +8%
AWS
409
Atria Wealth Solutions
New York
$389K -$30.6K -224 -8%
PA
410
Parallel Advisors
California
$387K -$8.75K -64 -2%
AO
411
Advisor OS
Illinois
$386K +$31.2K +228 +9%
KPWS
412
Kestra Private Wealth Services
Texas
$379K +$359K +2,629 New
SRL
413
Scientech Research LLC
New Jersey
$378K +$359K +2,623 New
BCG
414
Breakwater Capital Group
New Jersey
$377K
DAS
415
Diversify Advisory Services
Utah
$374K +$104K +758 +51%
HPC
416
HM Payson & Co
Maine
$372K +$2.32K +17 +0.7%
AWM
417
AE Wealth Management
Kansas
$372K +$32K +234 +10%
HWM
418
HB Wealth Management
Georgia
$371K +$119K +869 +51%
AWM
419
Axxcess Wealth Management
California
$370K +$26K +190 +8%
Jones Financial Companies
420
Jones Financial Companies
Missouri
$369K +$217K +1,589 +163%
PWG
421
Portside Wealth Group
Utah
$365K -$59.6K -436 -15%
AFCM
422
Applied Finance Capital Management
Puerto Rico
$363K +$15.7K +115 +5%
UAML
423
US Asset Management LLC
Pennsylvania
$363K
EHAM
424
Eagle Harbor Asset Management
Washington
$361K -$29.3K -214 -8%
BEI
425
Benjamin Edwards Inc
Missouri
$361K +$342K +2,502 New