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Allegion
ALLE

Name Holding Trade Value Shares
Change 		Change in
Stake
KPW
451
Kore Private Wealth
New York
$21K +$19.8K +172 New
KFS
452
Kelly Financial Services
Massachusetts
$20.9K – – –
WTC
453
WhitTier Trust Company
Nevada
$19K – – –
ASN
454
Advisory Services Network
Georgia
$18K +$115 +1 +0.7%
OIA
455
Optimum Investment Advisors
Illinois
$17K – – –
SPIA
456
Steward Partners Investment Advisory
New York
$15K -$7.04K -61 -32%
FRA
457
Front Row Advisors
California
$15K – – –
GAM
458
Gemmer Asset Management
California
$14K -$2.08K -18 -14%
VCM
459
Versant Capital Management
Arizona
$14K -$923 -8 -7%
NSIM
460
North Star Investment Management
Illinois
$14K – – –
LC
461
Lindbrook Capital
California
$13K – – –
CFG
462
Citizens Financial Group
Rhode Island
$13K +$11.7K +101 New
APWM
463
Atlas Private Wealth Management
New York
$13K +$11.8K +102 New
CT
464
Caldwell Trust
Florida
$12.8K +$11.9K +103 New
TL
465
TrueWealth LLC
Georgia
$12K – – –
TFO
466
Tarbox Family Office
California
$12K +$1.85K +16 +20%
WFMPM
467
Woodley Farra Manion Portfolio Management
Indiana
$12K +$11.4K +99 New
TRCT
468
Tower Research Capital (TRC)
New York
$11K -$470K -4,070 -98%
TCCM
469
Timber Creek Capital Management
Massachusetts
$11K – – –
PFSC
470
Peoples Financial Services Corp
Pennsylvania
$10K – – –
VRM
471
Vectors Research Management
New York
$10K – – –
AIM
472
Anchor Investment Management
South Carolina
$9.34K +$8.65K +75 New
CA
473
Crewe Advisors
Utah
$9K – – –
BC
474
Barnett & Company
Tennessee
$9K +$7.5K +65 +1,625%
FP
475
Financial Perspectives
Minnesota
$8.22K +$7.62K +66 New
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19
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