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Allegion
ALLE

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
501
Venturi Wealth Management
Texas
$22.2K +$256 +2 +1%
CT
502
Cambridge Trust
Massachusetts
$21.6K – – –
WT
503
Washington Trust
Rhode Island
$20.2K +$6.4K +50 +50%
GI
504
GAMMA Investing
California
$19.9K +$3.46K +27 +22%
AAP
505
Arax Advisory Partners
Colorado
$19.8K – – –
ETS
506
ESL Trust Services
New York
$18.9K +$17.9K +140 New
CTA
507
Colonial Trust Advisors
South Carolina
$18.5K +$17.5K +137 New
PPC
508
Park Place Capital
Alabama
$17.9K – – –
PMFA
509
Plante Moran Financial Advisors
Michigan
$17.9K – – –
QC
510
Quent Capital
New York
$16.9K – – –
VCM
511
Versant Capital Management
Arizona
$15.8K – – –
TIM
512
Tortoise Investment Management
New York
$14.7K +$14K +109 New
PP
513
PFS Partners
New Jersey
$14.2K – – –
OSNBOA
514
Old Second National Bank of Aurora
Illinois
$14.1K – – –
SAM
515
Smartleaf Asset Management
Massachusetts
$14K +$8.45K +66 +174%
WIA
516
Wetzel Investment Advisors
Indiana
$13.7K +$2.31K +18 +20%
WTA
517
Washington Trust Advisors
Massachusetts
$13.6K – – –
GRP
518
Global Retirement Partners
California
$13K – – –
RFG
519
RFP Financial Group
Georgia
$12.9K – – –
HCP
520
Hexagon Capital Partners
Arkansas
$12.8K +$2.31K +18 +23%
CA
521
Crewe Advisors
Utah
$12.5K +$11.9K +93 New
AF
522
Advisornet Financial
Minnesota
$12.3K +$10.8K +84 +1,200%
CFGS
523
Concourse Financial Group Securities
Alabama
$11.6K – – –
CAL
524
Capital Advisors Ltd
Ohio
$11K +$768 +6 +8%
JWA
525
JFS Wealth Advisors
Pennsylvania
$10.8K – – –
19 20
21
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