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Allegion

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
426
Reilly Financial Advisors
California
$4K
FMII
427
Farmers & Merchants Investments Inc
Nebraska
$4K +$337 +4 +11%
OBWP
428
O'Brien Wealth Partners
Massachusetts
$4K +$3.54K +42 New
CAW
429
Cornerstone Advisors (Washington)
Washington
$3K
DAM
430
Delta Asset Management
Tennessee
$3K
GTAM
431
Global Trust Asset Management
Florida
$3K
NWM
432
Northwest Wealth Management
Iowa
$3K
Rockefeller Capital Management
433
Rockefeller Capital Management
New York
$3K
SIAS
434
Shine Investment Advisory Services
Colorado
$3K
CFA
435
Carroll Financial Associates
North Carolina
$2K
EFSCE
436
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
SFSIG
437
San Francisco Sentry Investment Group
California
$2K
PFBT
438
Parkside Financial Bank & Trust
Missouri
$2K +$253 +3 +21%
PFGIA
439
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$1.86K +22 New
RWM
440
Raffa Wealth Management
District of Columbia
$1.09K
AC
441
Avestar Capital
New York
$1K
BWM
442
Baystate Wealth Management
Massachusetts
$1K
GWS
443
Glassman Wealth Services
Virginia
$1K
LFA
444
Legacy Financial Advisors
Kentucky
$1K
MSFP
445
Mark Sheptoff Financial Planning
Connecticut
$1K
SAM
446
Shamrock Asset Management
Texas
$1K
Carson Wealth (CWM LLC)
447
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.01K +12 New
SWA
448
Sutton Wealth Advisors
Florida
$725
FPP
449
Findlay Park Partners
United Kingdom
-$62.1M -803,256 Closed
AI
450
Axiom Investors
Connecticut
-$12.2M -157,450 Closed